Automate proposals for a one-person studio: what to automate, what to keep writing, and what it should cost

Updated

To automate proposals as a freelancer is not to buy a sales team's suite; it is to stop redoing the parts that never change. The pricing arithmetic, hours at a rate into three options; the deposit, milestone and cancellation schedule; the standing terms; the layout and the branding: all of that is the same on every pitch and should come from a tool. The scope, the understanding of the client's problem and the recommendation should not be automated, because they are the pitch. The tools on this site automate the first list from your own figures, free and without an account, and Scopedly Pro keeps and sends the result under your name.

Automate the arithmetic

Hours and a rate into a fee, the fee into three options, the options into a deposit and a payment schedule: this is arithmetic and a tool should do it every time from the same rate card. The pricing proposal and freelance proposal template tools on this site do exactly that, and the figures are yours, not a benchmark.

Automate the terms and the schedule

The revision cap, change control, ownership, notice, the validity period, and the deposit and cancellation schedule worked from the fee: standing clauses that should never be retyped. The proposal and contract template tool prints the schedule; the clauses live in the template you keep.

Do not automate the scope

The client's problem in their words, the deliverables counted for this job, the recommendation among the options: this is where the fee is earned and where a templated paragraph is visible from across the room. Automate proposals around the scope, never through it.

What it should cost

Per-seat proposal suites price the tool as if a studio were a sales team. Proposal suites charge per seat: from the vendor's own pricing page, Proposify Basic is $29 per user per month and Team is $49 per user per month on monthly billing. Scopedly Pro is $29 per month for the whole studio, and every tool on this site works free with no account.

Questions people ask about automate proposals

What parts of a proposal can I automate?

The pricing arithmetic, the options, the deposit and payment schedule, the standing terms and the branding. The scope and the recommendation stay handwritten.

Is proposal software worth it for one freelancer?

The free tools on this site do the arithmetic and the schedule with no account. Pro is worth it when you want the proposals kept, branded and sent from one place, at $29 a month for the whole studio.

Will automating proposals make them look templated?

Only if you automate the scope. Automate the numbers and the terms and write the scope for the client, and the proposal reads as considered because it is.

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