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Proposals

Proposals your clients say yes to.

Build a proposal that looks like your agency, priced from your team’s real hours. Send it as a link, see when it’s opened, and let the client accept online.

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Bitrack proposals screen

Design

A proposal that looks like your agency made it

Start from a template or a blank page, then add text, timelines, pricing, tables and visual blocks. Choose fonts, color, A4 or US Letter, portrait or landscape, and a cover designed in Bitrack or uploaded from your own design tool.

  • Image, gallery, team, quote, key numbers and video blocks
  • Your own cover and back cover
  • DRAFT watermark that disappears once accepted
A proposal that looks like your agency made it

Pricing

Let clients pick the package and the extras

Mark a line as an optional add-on, or offer two to four packages with one highlighted as recommended. The total updates as your client ticks and picks, and the accepted total follows exactly what they chose.

  • Packages with a recommended option
  • Add-ons that start ticked or unticked
  • The agreement’s fees match the choice
Let clients pick the package and the extras

Close

From viewed to accepted to agreement

Share a private link or send it by email. Clients comment on any section, you reply and resend, and every version is saved with what changed. When they accept, the lead moves to Won and a draft agreement is started for you.

  • View tracking and notifications
  • Saved versions with the exact changes
  • A draft agreement from the accepted proposal
From viewed to accepted to agreement

How it works

Up and running in minutes.

  1. 1

    Build it

    Start from a template, a saved proposal or a lead, and add your sections.

  2. 2

    Price it

    Ask your team for hours, check the margin, then use the price.

  3. 3

    Send it

    Share a private link or email it, and see when your client opens it.

  4. 4

    Get a yes

    Your client accepts online, and a draft agreement is ready for you.

Questions about proposals

Does my client need an account to read a proposal?

No. They open a private link in their browser, read it and accept or decline right there. Clients in your portal can also find it under Billing.

Can clients choose between packages or optional extras?

Yes. Offer two to four packages, or mark lines as optional add-ons. The total updates as they choose, and the accepted total and the agreement’s fees follow what they picked.

Will my team’s rates show on the proposal?

Never. Cost and margin are internal, visible only to roles you allow, and teammates asked for hours see only the scope.

Can I use my own cover design?

Yes. Design a cover in any tool, upload it as an image, and Bitrack can print the title, client and date on top. You can add a back cover too.

What happens when a client asks for changes?

They comment on the section, you reply, then revise and resend on the same link. Each version is saved, and your client sees what changed.

Step-by-step guides: the help centre.

Works hand in hand with

Agreements Turn the accepted proposal into an agreement with scope, fees and a payment schedule. Your client signs in the browser, you countersign, and a certificate records who signed and when. CRM Every enquiry lands in one pipeline, with an owner, a next step and a reminder when it goes quiet. When a deal is won, it becomes a client and a project in one click. From the blog Web design proposal template (copy it, section by section) A complete, copyable web design proposal template with example wording for a fictional client, plus how to price it so clients pick a package instead of haggling.

Bring your team
into one place.

Request early access See how it works

Free during early access · We reply within 2 working days