A freelance business relies on quality proposal templates to win jobs. But how do you know what constitutes a quality proposal? Can you afford to experiment with different proposals in hopes of finding one that wins clients?
An online proposal software system can erase those doubts and help your freelance business win clients while saving you time.
Proposify is a powerful and popular tool for creating proposals, as well as tracking them, signing them with e-signature, and connecting them to contracts and agreements.
But it may not be the best one for your freelance business. There are other options for proposal systems that suit your needs. In our list, you’ll learn about 10 great Proposify alternatives, helping you find one that fits your specific business.
Bonsai is made specifically for freelancers, who know the importance of winning proposals - making Bonsai the best Proposify alternative. You can use their proposal templates with those key sections that win business, and customize them to suit your needs. Attach documents, add and delete sections, and add them to a project dashboard. Your proposal is then integrated with contracts (featuring e-signature capacity using the online signature maker), and invoices, so your project is managed from beginning to end.
You can also track time to apply to projects, and manage tasks. There’s the ability to send automatic reminders to clients, and notify you when they’re read. You’ll also get support for accounting and taxes, and be able to work in 180 different currencies. Wherever your business is located, you’ll be able to do international work.
And with the trust of more than 200,000 freelancers and agencies to date, you know Bonsai can do the job for you - sign up for a free trial today!
PandaDoc is a Proposify alternative which features a document automation solution that can take you from “propose to close.” Using a drag-and-drop editor and the ability to upload, you can create proposals and contracts, and use e-signature to seal the deal. There are templates that you can easily customize, adding your logo, brand or theme. Notifications will let you know when the client has opened, viewed and signed your document. You can even track the templates you use to refine your content. There’s also an embedded payment system that allows your clients to pay the way they want. Payments are connected to your accounting software to speed up invoicing and payments. You can even assign roles in the system so you can use it with a team.
The name is self-explanatory, as Better Proposals aims to help you quickly create “high-converting” proposals. Save time with the Automatic Designer and choose from more than 160 templates that are compatible across desktops, tablets, and mobile devices. It’s easy for clients to sign your proposal once they receive it, and make a payment with the secure link you send with the proposal.You’ll know when clients have read the proposal, so you can follow up if necessary, and you can track where each proposal is in your sales process. Better Proposals also integrates with other tools, like payment and project management systems.
Proposable has a catalog of templates and an easy drag and drop system that lets you add and remove sections to create proposals. It’s easy to customize with customer data and you can collaborate with your team to build the document. E-signature is built in, allowing you to add signatures or initials throughout your proposal where you need your clients to sign off their acceptance, or to sign the final document. There’s also the ability to add bids and estimates, including any taxes or discounts, making it easy for the customer to figure out pricing. If you have consistent prices for products and services, there’s a Pricing Catalog that you can use to instantly recall when building a proposal. Most foreign currencies are supported. You can also establish a payment amount on the proposal, which prompts the customer to make payment upon acceptance.
Prospero has built-in content generation and reuse tools, allowing you to create proposals quickly and easily. There’s ready-made content for specific freelancers, from designers to writers, and you can add your logo, videos, tables, charts, and any other images you feel are necessary in your winning proposal. Cloud storage means you can access your proposals from anywhere. You’ll receive notifications on client activity, such as when the client opens your proposal for the first time, how many times they open it, and how long they spend reviewing it. Then Prospero integrates with payment systems like FreshBooks, QuickBooks, and more, allowing you to create and send an invoice and accept payment from the client.
A good Proposify alternative if you have an agency or work with a team, Qwilr helps you create interactive quotes and proposals, going beyond a static document to allow you to add embedded content like videos, Google Maps and calendars, all in a mobile-responsive format. There are templates that include modular building blocks and a simple editor, letting you design polished and professional proposals quickly and easily. An interactive quoting functionality allows clients to pick among pricing packages, preventing the need to go back and forth several times before agreement. The client can then accept and add an e-signature, and even pay at the same time. You’ll know when your document has been viewed and accepted, and you’ll get information on how and when clients are interacting with the proposal. Integration with other systems makes it easy to add functionality.
If you find yourself responding to Requests for Proposals on a regular basis, Rfpio might be for you. It’s easy to build proposals by uploading documents and spreadsheets from sources like Word, Excel or PDF, and then export content back into the format of choice or the template provided by the RFP. As you build the response, a project management tool lets you track the progress toward completing the RFP. You can even add resources from outside your business to help complete the RFP response. The system also integrates with other tools, such as CRM and payment systems.
GetAccept is a tool to enable sales teams but it also has proposal and contract management tools. It offers proposal templates, document management, and the ability to archive proposals. The software creates a workflow for each prospect, and you can track proposals and know when your customer opens, reads, and signs your documents. The system includes a one-click e-signature functionality, which is secure, verified, and legally binding. A real-time chat feature allows you and the client to communicate directly within the document, helping you get to an agreement and get to work faster. You can then integrate with other products, like CRM or payment systems.
This sales-focused system has tools that allow you to produce proposals and more, making a great Proposify alternative. ClientPoint lets you create a content library with documents, brochures and videos, which you then access to build a proposal, presentation or demo for prospective clients. Built-in editing tools make it easy to use. Integrate it with existing workflows like your CRM system.
Loopio is another RFP-focused system that allows teams to work together on responses to RFPs, RFIs and more. It has a “smart” content library that allows you to customize how you store information, and you can organize it into question and answer pairs so your team can find what they need. Loopio’s team helps with training and support, and you’ll have a “Success Manager” to provide ongoing support. And they have an annual conference called Loopicon which can advance your knowledge even further.
Do you want to get started with Bonsai, the best Proposify alternative? You can sign up for a free trial - no strings attached - and explore the powers of Bonsai to transform how you run your freelance business.
A verbal contract (formally called an oral contract) refers to an agreement between two parties that's made —you guessed it— verbally.
Formal contracts, like those between an employee and an employer, are typically written down. However, some professional transactions take place based on verbally agreed terms.
Freelancers are a good example of this. Often, freelancers will take on projects having agreed on the terms and payment via the phone, or an email. Unfortunately, sometimes clients don't pull through on their agreements, and hardworking freelancers can find themselves out of pocket and wondering whether a legal battle is worth all the hassle.
The main differences between written and oral contracts are that the former is signed and documented, whereas the latter is solely attributed to verbal communication.
Verbal contracts are a bit of a gray area for most people unfamiliar with contract law —which is most of us, right?— due to the fact that there's no physical evidence to support the claims made by the implemented parties.
For any contract (written or verbal) to be binding, there are four major elements which need to be in place. The crucial elements of a contract are as follows:
Therefore, an oral agreement has legal validity if all of these elements are present. However, verbal contracts can be difficult to enforce in a court of law. In the next section, we take a look at how oral agreements hold up in court.
Most business professionals are wary of entering into contracts orally because they can difficult to enforce in the face of the law.
If an oral contract is brought in front of a court of law, there is increased risk of one party (or both!) lying about the initial terms of the agreement. This is problematic for the court, as there's no unbiased way to conclude the case; often, this will result in the case being disregarded. Moreover, it can be difficult to outline contract defects if it's not in writing.
That being said, there are plenty of situations where enforceable contracts do not need to be written or spoken, they're simply implied. For instance, when you buy milk from a store, you give something in exchange for something else and enter into an implied contract, in this case - money is exchanged for goods.
There are some types of contracts which must be in writing.
The Statute of Frauds is a legal statute which states that certain kinds of contracts must be executed in writing and signed by the parties involved. The Statute of Frauds has been adopted in almost all U.S states, and requires a written contract for the following purposes:
Typically, a court of law won't enforce an oral agreement in any of these circumstances under the statute. Instead, a written document is required to make the contract enforceable.
Contract law is generally doesn't favor contracts agreed upon verbally. A verbal agreement is difficult to prove, and can be used by those intent on committing fraud. For that reason, it's always best to put any agreements in writing and ensure all parties have fully understood and consented to signing.
Verbal agreements can be proven with actions in the absence of physical documentation. Any oral promise to provide the sale of goods or perform a service that you agreed to counts as a valid contract. So, when facing a court of law, what evidence can you provide to enforce a verbal agreement?
Unfortunately, without solid proof, it may be difficult to convince a court of the legality of an oral contract. Without witnesses to testify to the oral agreement taking place or other forms of evidence, oral contracts won't stand up in court. Instead, it becomes a matter of "he-said-she-said" - which legal professionals definitely don't have time for!
If you were to enter into a verbal contract, it's recommended to follow up with an email or a letter confirming the offer, the terms of the agreement , and payment conditions. The more you can document the elements of a contract, the better your chances of legally enforcing a oral contract.
Another option is to make a recording of the conversation where the agreement is verbalized. This can be used to support your claims in the absence of a written agreement. However, it's always best to gain the permission of the other involved parties before hitting record.
Fundamentally, most verbal agreements are legally valid as long as they meet all the requirements for a contract. However, if you were to go to court over one party not fulfilling the terms of the contract, proving that the interaction took place can be extremely taxing.
So, ultimately, the question is: written or verbal agreements?
Any good lawyer, contract law firm, or legal professional would advise you to make sure you formalize any professional agreement with a written agreement. Written contracts provide a secure testament to the conditions that were agreed and signed by the two parties involved. If it comes to it, a physical contract is much easier to eviden in legal circumstances.
Freelancers, in particular, should be aware of the extra security that digital contracts may provide. Many people choose to stick to executing contracts verbally because they're not sure how to write a contract, or they think writing out the contract terms is too complicated or requires expensive legal advice. However, this is no longer the case.
Today, we have a world of resources available at our fingertips. The internet is a treasure trove of invaluable information, platforms, and software that simplifies our lives. Creating, signing, and sending contracts has never been easier. What's more, you don't have to rely on a hiring a lawyer to explain all that legal jargon anymore.
There are plenty of tools available online for freelancers to use for guidance when drafting digital contracts. Tools like Bonsai provide a range of customizable, vetted contract templates for all kinds of freelance professionals. No matter what industry you're operating in, Bonsai has a professional template to offer.
A written contract makes the agreement much easier to prove the terms of the agreement in case something were to go awry. The two parties involved can rest assured that they're legal rights are protected, and the terms of the contract are sufficiently documented. Plus, it provides both parties with peace of mind to focus on the tasks at hand.
Bonsai's product suite for freelancers allows users to make contracts from scratch, or using professional templates, and sign them using an online signature maker.
With Bonsai, you can streamline and automate all of the boring back-office tasks that come with being a freelancer. From creating proposals that clients can't say no to, to sealing the deal with a professional contract - Bonsai will revolutionize the way you do business as a freelancer.
Why not secure your business today and sign up for a free trial?