Aside from it being easy, it saves me time when I have to create custom proposals for potential new clients. I just create an email template, change a few things or two and off it goes! Such a time saver!
Casandra G.
Marketing Consultant
PROPOSAL SOFTWARE
Win more clients with
proposals that do it all.
Let clients book, sign, and pay from a single link.
No credit card required
90%
of HoneyBook invoices are paid on time or early.
$23B+
in projects booked through HoneyBook.
20 hours
saved weekly with HoneyBook.
Take the easy way
from “hey” to pay.
Combine multiple steps of your process into interactive files that book clients faster.
Radiate professionalism
Add your logo, colors, and branding to create a beautiful client experience.
Stay organized
Track if clients have viewed, signed, or paid so nothing slips through the cracks.
Reduce back-and-forth
Skip the email chain and send a single file with everything clients need to book.
Impress clients
Showcase your services in a way that gets more leads turning into more clients.
Click. Click.
Book.
Create proposals
Start from professionally-designed templates. Then add your brand and content to showcase your services.
Send links
Press send and clients can select services, eSign contracts, pay invoices, and schedule meetings.
Book clients
Get clients and projects moving through your pipeline so you can focus on doing what you do best.
Track everything
Every proposal connects to your leads and pipeline—so you always know where projects stand.
More proposal features
Personalize with ease
Save and reuse proposal templates for any new clients who come along.
Update content dynamically
Invoices and contracts update instantly with whatever services your clients select.
Share your story
Introduce yourself and your background so clients are ready to book with confidence.
Gather information
Add forms and questionnaires to collect any details you need from the get-go.
Schedule meetings
Let clients book their first kick-off call or meeting right from inside the proposal.
Offer packages and add-ons
Showcase a range of service packages and add-ons to maximize your revenue.
Start from ready-to-send proposal templates.
Access hundreds of professionally-designed and ready-to-send proposal templates that make it easy for clients to say “yes.”
Don't stop there.
HoneyBook does a lot, because so do you. Keep exploring how HoneyBook can help your business thrive.
Proposal FAQs
Why should I use a proposal for my business?
Proposals are a way to define scope or a statement of work before moving to the contracting or invoicing phase of your workflow. Proposals are often used to help clients understand what specific services or offerings entail and cost.
Proposals help you book clients faster by bringing everything into one polished, professional experience. It’s a great way to impress your leads with an on-brand document that clearly outlines your services, process, and what to expect, making it easier for them to say “yes.”
HoneyBook proposals save you time, reduce back-and-forth, and give your clients the confidence to move forward quickly, so you can get paid fast.
What are the elements of a proposal?
Every scenario is different. Proposals often include a cover letter, breakdown of deliverables or services, itemized pricing, and potentially a company overview or references section.
How are proposals shared?
Proposals are shared via link like all other HoneyBook files. They can be viewed within the client portal or emailed.
How are proposals different from invoices and contracts?
Proposals, invoices, and contracts each play a unique role in your business.
- A proposal helps you pitch your services and win new clients—it includes your offerings, pricing, and a professional presentation that makes your brand shine.
- A contract is the formal agreement that outlines responsibilities, timelines, and payment terms.
- An invoice is used to request payment based on the agreed-upon terms.
With HoneyBook, you can combine all three into one flow, but each serves a different purpose to keep your business moving and protected.
Do I have to include a contract and payment option with proposals?
No, you can use proposals just to showcase your services if that’s what works best for you. Add a contract and payment option only when you're ready to seal the deal. Or send those separately.
Can I save a proposal as a template?
Yes, you can save a proposal as a template so it’s easy to repurpose and personalize for any new leads or clients.
Can I see when a client opens my proposal?
Yes, HoneyBook tracks when a proposal is opened, so you know where things stand and when a follow up might be needed.
Are proposals connected to the rest of my HoneyBook workflow?
They are. Proposals are fully integrated with your leads, projects, and payment tools, so all your client info stays organized in one place.
