Compare real proposal workflows, then build the scope behind your fee. Separate what the client pays from what the work costs, and make payment milestones add up.
Original guide. Official sources checked October 5, 2026. Demo estimates are illustrative, not industry rates or measured savings.
Shortlist Proposify for reusable proposal content and signing workflows, PandaDoc for reusable documents and recipient-editable quote items, and Qwilr for a proposal page with selectable packages and acceptance. These are workflow judgments based on official capabilities, not a tested ranking. Your choice depends on how the client should review scope, choose options and sign.
Official documentation describes templates and a content library, signature reminders and expirations, permission management and signing audit history.
Shortlist it when proposal reuse and sign-off administration matter. Verify plan entitlements, template permissions and your CRM workflow.
Official signing and content featuresReusable templates support repeated proposals. Its pricing-table documentation covers optional products and quantities editable by assigned recipients.
Shortlist it when document reuse and selected line items matter. Check the current Quote Builder versus pricing-table workflow in your account.
Official reusable-template guideOfficial optional-item guideQuote Blocks support combined, multiple-choice and single-select packages. Accept Blocks provide acceptance and signature options; accepted live pages cannot be edited.
Shortlist it when clients should choose packages on a proposal page. Test the exact package and sign-off configuration before sending.
Official package-option guideOfficial acceptance guideCurrent prices, plan limits, legal enforceability and integration availability are not asserted here. Get a current quote and test your actual proposal workflow. A platform's signature feature does not replace reviewing your own terms.
Everything below is an editable estimate. Enter the work, your internal cost, the client fee and the payment schedule. The client PDF excludes the internal model; internal JSON includes both so your team can inspect the assumptions.
| Deliverable | Hours | Internal cost / hour | Client fee / hour | Remove |
|---|
Percentages must total 100. Amounts are allocated to cents using largest fractional remainders so the schedule matches the exact fee. Revision effort must already be included in your deliverable hours. Taxes, overhead and currency conversion are excluded.
Local processing and downloads. No signing, payments, sending, AI analysis or vendor account connection occurs. This is a planning draft, not a reviewed contract. PDF uses standard Latin fonts; use Markdown or JSON to preserve other writing systems. Closing the tab clears your edits.
Useful software carries decisions your team has already made.
State the artifacts, quantities, feedback process and exclusions. A “brand refresh” may mean a direction board for one client and a complete asset library for another. Agree on what approval looks like before you choose a template.
An internal cost rate is what effort costs your team. A client fee rate is what you charge. The planner calculates estimated direct cost from internal rates and separately calculates the fee from billing rates. Contribution is fee minus modeled direct cost; it is not whole-agency net profit.
PandaDoc documents optional pricing items; Qwilr documents selectable packages. Use that capability for real alternative scopes, not a confusing mixture of unchecked essentials. Test what happens to the quote total and acceptance when the client changes an option. PandaDoc guide; Qwilr guide.
Qwilr explicitly states that accepted live pages cannot be edited. Proposify describes a signing audit history. Ask how a revised scope is issued and recorded in your chosen workflow. Keep the accepted version distinct from a later working draft. Qwilr acceptance documentation; Proposify documentation.
Use your own cost model and commercial decision. This guide supplies no unverified market-rate range. Consider what is included in a quoted hour, your team mix and the scope you can deliver. The demo rates are editable placeholders.
No. This planner uses explicit contingency hours and an internal cost rate rather than a hidden risk percentage. Estimates can be wrong and overhead is excluded. Adding a client fee and adding forecast cost are separate actions.
The tool marks the schedule invalid and blocks export. The visible preview and each exported document use the same calculated payment amounts; changing the percentages recomputes both.
The client PDF and Markdown contain scope, total fees, revisions, supplied terms and the exact payment schedule. Internal JSON also contains hourly cost assumptions and the contribution calculation. It is labeled internal so you can choose what to share.
No. Product engagement signals may show activity, but they do not establish a buyer's reasons. Ask the client what remains unclear and update the scope or explanation based on that conversation.
Original practice examples, not testimonials or contract recommendations.