Accordio

Proposals

Win more clients with professional proposals. Accordio helps you create polished proposals that showcase your work and close deals faster.

TL;DR

Create beautiful proposals with AI assistance. Clients can accept or decline directly, and accepted proposals can be converted to contracts with one click.

When to Use Proposals

Proposals are ideal for:

  • New client pitches: Present your services and pricing
  • Project scoping: Outline deliverables before starting work
  • Upselling: Offer additional services to existing clients
  • Competitive bids: Stand out with professional presentations

Proposals vs Contracts

Proposals are for pitching and getting client agreement. Once accepted, convert the proposal to a contract for a legally binding agreement with payment terms.

Creating a Proposal

From Scratch

Click New Proposal from your dashboard. Use the rich text editor to add:

  • Executive summary
  • Problem statement
  • Proposed solution
  • Deliverables and timeline
  • Pricing options
  • About you/your company

With AI

Use the AI assistant to generate proposal content. Just describe the project:

"Create a proposal for a brand identity project for a tech startup. Budget around $5,000, timeline 4 weeks."

Proposal Structure

A winning proposal typically includes:

1. Cover Page

Add a cover page with your logo, project title, and client name. Choose from different themes to match your brand.

2. Problem & Solution

Show that you understand the client's challenges and present your approach to solving them.

3. Scope of Work

Detail exactly what you'll deliver. Be specific to avoid scope creep later.

4. Timeline

Use the timeline block to visualize project phases and milestones.

5. Pricing

Use the pricing table block to present your pricing clearly. You can offer multiple packages (Basic, Standard, Premium) for clients to choose from.

Sending to Clients

  1. 1Review your proposal in preview mode
  2. 2Click "Send" when ready
  3. 3Choose to send via email or copy the link
  4. 4Optionally add a custom email message
  5. 5Track when the client views and responds

Client Experience

When clients open your proposal, they see:

  • A professional, branded presentation
  • Clear pricing and deliverables
  • Accept or Decline buttons
  • Option to leave comments or questions
  • AI assistant to answer questions about the proposal
Clients don't need an account to view or respond to proposals. They simply click the link in your email.

Proposal Status

Track your proposals through these stages:

  • Draft: Still editing, not sent yet
  • Sent: Sent to client, waiting for response
  • Viewed: Client has opened the proposal
  • Accepted: Client accepted your proposal
  • Declined: Client declined (you can follow up)
  • Expired: Proposal validity period ended

Converting to Contract

When a client accepts your proposal, convert it to a contract with one click:

  1. 1Open the accepted proposal
  2. 2Click "Convert to Contract"
  3. 3Review and add any additional terms
  4. 4Add milestones and payment schedule
  5. 5Send for e-signature

Streamlined workflow

Converting proposals to contracts saves time and ensures consistency between what you promised and what you deliver.

Version History

Accordio automatically saves versions of your proposal as you edit. You can:

  • View previous versions
  • Compare changes between versions
  • Restore an earlier version if needed

Previous

Contracts

Next

Invoices

    Proposals - Accordio Docs - Accordio Docs