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How to use Indy Proposals
Different proposal content blocks available
Different proposal content blocks available
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

There are 7 different content blocks available for you to use in your proposals. These blocks will make your proposals more effective and eye-catching!

Text

The essential building block of your proposals is where all the valuable storytelling takes place.

Image

Add visuals to your proposal to supplement your story.

Embed

Embed a song from SoundCloud or Spotify, a video from YouTube or Vimeo, a mood board from Pinterest, or your Calendly scheduler, to name a few.

Timeline

Express how much time you expect each deliverable to take.

Services

Use line items to give an approximate calculation of the cost of the project. You may add quantity and rate, select whether the item is taxable or not, and customize the headings to make them relevant to your project. You can even create multiple packages for your clients to choose from.

Pro tip: you can have your service automatically converted to an invoice. Learn more about automation here.

Scope of work

The scope of work brings together everything from work details to schedules, terms, and expected outcomes. Be as detailed as possible in this section because it not only defines exactly what should be done on a project but will also protect you from scope creep.

Pro tip: you can have your scope of work automatically added to a contract in Exhibit A. Learn more about automation here.

Signature

Need to make the proposal feel more official? Typically proposals aren't legally binding (that's the purpose of a contract), but we give you the option to collect an autograph if you need it.

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