Accordio

Proposals

The pitch document, before the contract. The agent drafts it. The client opens it, accepts in one click. The accepted proposal becomes a binding contract with the scope and price already filled in.

TL;DR

Describe the project, the agent drafts the proposal. Send by email or share a link. Clients accept or decline in one click and can leave comments. Convert accepted proposals straight to a contract with the scope and pricing already filled in.

When to send one

Send a proposal when you're still selling the project. New client pitches. Scoping a new engagement before quoting. Offering tiers. Upselling existing clients on new services. Skip the proposal when scope and price are already agreed and go straight to the contract.

Proposal vs contract

A proposal is for pitching and agreement in principle. A contract is for legal commitment. Accepted proposals convert to contracts with one click.

Creating a proposal

Click New proposal and either describe the project to the agent or write it yourself. The agent generates the executive summary, the problem-and-solution framing, scope, timeline, pricing, and an about-you section.

Example prompt
“Brand identity proposal for a tech startup. Budget around $5,000, 4-week timeline. Includes logo, color system, type, and a basic guidelines doc.”

What goes in a good proposal

The default structure the agent generates:

  • Cover. Your logo, project title, client name.
  • Problem and solution. Shows you understand the brief.
  • Scope. Specific deliverables to keep scope creep honest.
  • Timeline. Phases and milestones, often as a timeline block.
  • Pricing. Single number or a tiered table (Basic / Standard / Premium).
  • About. Optional. Who you are, recent work, why you.

Edit any of it. Reorder, remove, or add sections. Themes match your brand without configuring anything per proposal.

The middle option usually wins

Tiered pricing (Good / Better / Best) lifts close rates. Most clients pick the middle option. Anchor the high tier; price the middle where you actually want them to land.

Sending and tracking

Send by email with a custom message, or copy a public link and share it wherever. Clients open the proposal without an account. They can accept, decline, leave comments, and ask the in-page AI questions about anything they don't understand.

Status stages: Draft, Sent, Viewed, Accepted, Declined, Expired.

Convert to a contract

Open an accepted proposal and click Convert to contract. The scope, pricing, and timeline carry over. Add any extra clauses, set milestones if you didn't already, and send for signature.

Versions

Accordio auto-saves versions as you edit. View, compare, or restore any earlier version from the editor.

Draft your first proposalOne sentence is enough.

Use your preferred LLM

Open these docs in ChatGPT, Claude, Gemini, Grok, or Perplexity.

Opens your LLM with this page prefilled as a prompt. The prompt is also copied to your clipboard as a fallback.

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Invoices