Every proposal starts from a blank page
Copying last month's document and editing prices by hand is slow, and slow proposals give the client time to ask someone else.
Proposal software for freelancers
Proposal software for freelancers: send it, get it signed, invoice it.
A freelance proposal only matters once the client says yes. Workspace369 builds proposals from your services, shares them as a link the client can accept and sign, and converts the accepted proposal into an invoice, all on the client's record. Proposals and online signing are on every plan, from $29/month.
Every planproposals with online acceptance and signing
1 clickfrom accepted proposal to invoice
Every plandeposits on acceptance and engagement tracking
Key facts
Proposal software for freelancers at Workspace369 covers 10 areas, including proposals and quotes, catalog-based line items, online acceptance and signing.
The workflow runs in 4 steps, from "build from your catalog" to "convert it into an invoice".
Workspace369 starts at $29/mo for 1 seat, and the Commander plan includes 20 seats, and 120,000 AI tokens per month at $299/mo.
Additional seats cost $10 each; full pricing is public on the Workspace369 pricing page.
The problem
Where freelance proposals lose the deal
"Looks good" isn't a signature
An approving email doesn't record which scope and price the client accepted, which is exactly what you need when the scope grows later.
The invoice is retyped from the proposal
Re-entering line items after the client says yes wastes time and creates mismatches between what was agreed and what was billed.
The product
See the workspace your clients feel.
01
Proposals to paid invoices
Send quotes, bill milestones or retainers, and let automated reminders chase anything outstanding.
02
Every channel in one inbox
Email, SMS, calls, and voicemail land beside the client record — with AI summaries, so anyone on the team can reply with full context.
03
Client work, organized as projects
Tasks, files, and status for every engagement — visible to the team and, through the client portal, to the client.
04
A portal clients actually check
Clients watch progress, files, and invoices in a branded portal instead of asking your team for updates.
Workflow
How a freelance proposal moves in Workspace369
01
Build from your catalog
Add your services and prices once, then assemble each proposal from catalog line items with your branding and PDF layout.
02
Share one link to accept and sign
The client opens the proposal, reviews the scope and price, then accepts and signs it online. No client account is needed.
03
Follow up automatically
Email automations can remind a client who hasn't responded. Proposal engagement tracking, on every plan, shows how the client has interacted with it.
04
Convert it into an invoice
Turn the accepted proposal into an invoice with the same line items and share a payment link. Every plan can collect a deposit when the client accepts.
Product coverage
Proposal features for freelancers
- Send a real proposal to yourself and sign it on your phone, the way a client would.
- Check that the accepted scope becomes the invoice without retyping.
- Decide whether you need a deposit at signing; that is on every plan in Workspace369.
Proposals and quotes
Catalog-based line items
Online acceptance and signing
Branded documents and PDFs
Proposal-to-invoice conversion
Payment links
Email follow-up automations
Engagement tracking (every plan)
Deposit on acceptance
Client records
Plans for freelancers
Pick the plan your work needs today.
Client records, proposals, invoices, online payments, time tracking and intake forms are on every plan. Upgrade when your work needs calls, texts or more.Cadet
Regular price$29$14.50 / month
Founding price for your first 12 months
1 seat included
- Public proposal approval & signing
- Deposit on acceptance
- Proposal-to-invoice conversion
- Billable time tracking
- Public intake forms
Voyager
Regular price$74$37 / month
Founding price for your first 12 months
2 seats included
Everything in Cadet, plus
- SMS messaging
- Voice & voicemail
- Shared inbox
- Missed-call text back
- No-answer forwarding
Specialist
Regular price$149$74.50 / month
Founding price for your first 12 months
10 seats included
Everything in Voyager, plus
- Online booking
- Expense tracking
- Payment plans
- Inventory tracking
Founding member offer: 50% off your first 12 months, for the first 100 customers who join by Oct 31. 14-day trial with a card, USD monthly billing. Compare all plans.
Switch & Save
Free account setup & migration help
Our team sets up your workspace with you and helps move your clients and invoices from the tools you use now.
Export your data as a spreadsheet and AI Import maps the columns for you. Support can help with anything unusual.
Offer ends .
Start free trial
After signup, claim free setup in your workspace.
Loved on the App Store
Rated by the people running their client work on it.
★★★★★
Finally feels calmBounced between three or four all-in-one tools and always ended up in a mess of tabs. This is the first one that feels calm. Set up my client projects in ten minutes.
★★★★★
Painless team rolloutRolled it out to our eight-person team and adoption was painless — intuitive and polished. I'd love more integrations, but they keep shipping.
★★★★★
Hours back every weekWas juggling separate tools for notes, tasks, docs, and updates. Consolidating into one place has genuinely saved me hours each week. Support is responsive too.
Get started
See Workspace369 on your own client work.
Start your trial and send your first proposal or invoice from your own workspace. Compare plans any time; upgrade only when your work needs more.FAQ
What to check before you pick proposal software
What is proposal software for freelancers?
Proposal software for freelancers lets you build a priced proposal from your services, send it as a link, and record the client's acceptance and signature online. In Workspace369 the accepted proposal also becomes the project and the invoice on the same client record.
Can clients sign a proposal online on the cheapest plan?
Yes. Public proposal approval and signing are included on every plan, starting with Cadet at $29/month. Clients don't need an account to accept and sign.
Can I take a deposit when the client accepts?
Cadet ($29/month) and every plan above it can collect the deposit when the client accepts, with Stripe connected. You can also send a separate deposit invoice with a payment link after the client signs.
Is a signed proposal the same as a contract?
A signed proposal records the scope, price and terms the client accepted. Whether that's enough depends on your work and location; many freelancers add their terms to the proposal. This isn't legal advice, so check anything high-stakes with a lawyer.
Does Workspace369 replace HoneyBook or Dubsado for proposals?
For many freelancers, yes: proposals, signing, projects and invoices sit on one client record. Test your own proposal and payment flow before switching, and re-create open proposals rather than assuming they transfer.
Ready when you are
See where Workspace369 fits into your client-work flow.
Start with the modules you need today, then turn on AI, automations, accounting, inventory, requests, and reporting as the operation grows.
