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Plutio Proposals

Impress and win clients with stunning proposals

Grow your business with professional, customized, and high-converting proposals that are easy to make. Use a template or start from scratch.

Send a proposal

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How It Works

Create on-brand proposals that help you win more clients

Turn your prospects into repeat customers with professional proposals that encourage trust. When people like you, they'll listen to you. When they trust you, they'll work with you.

Efficient

Templates and dynamic content makes it incredibly fast efficient to create proposals.

Powerful

Mange your proposals your way using custom fields, filters, grouping and more.

Integrated

Proposals are linked to everything else, including contracts, invoices, timesheets and projects.

Automated

Automagically create projects, invoices and more when proposals are signed.

I’ve been a happy Plutio customer since 2018. Then and now, Plutio has helped me keep my projects organized and effortless. My clients love it too - they feel more important and involved than ever before.

Intuitive

Create a first impression that forever impresses

From design to localization preferences, everything you need to create on-brand proposals that create trust and increase sales.

Brandable

Easily customize every aspect of your proposals to match your company's brand.

Fast and intuitive

Instantly create a proposal from a template or create one using our intuitive drag and drop editor.

Powerful

Unmatched power in the business proposal space

With powerful built-in features, workflows, integrations and automation, there's no software that can accomplish what Plutio can.

Dynamic content

Inject dynamic content from your business, your prospect's business, or somewhere else.

Custom fields

Add custom fields like project type that can be used as dynamic content on any proposal.

Automated

Automatically create invoices and projects once a proposal is signed. Use prebuilt templates or your own.

Integrations

Accomplish it all with our powerful API. Automatically send proposals based on any trigger.

Fast

Get started in seconds and finish in minutes

Plutio Proposals were designed from the ground up to be easy to use for both businesses and their customers.

Easy online signing

Clients can easily approve and sign proposals with legally binding online signatures.

Send and track

Always know the status of your sent proposals and get notifications once they're opened and signed.

Public links

Share proposals with anyone without having them to signup or login.

Assign to projects

Attach proposals to projects so you could keep track to where they belong.

Ready to Sign On New Clients?

Plutio Proposals Comes With the Plutio Suite

Manage projects, communicate and collaborate in real-time, share files, create proposals, get paid and automate your workflow - all from one app.

No Credit Card Required

Plutio - the all-in-one and complete toolkit to run your business and get work done from one app
Forbes recognizes Plutio as one of the Top Ten Tools: The Essential Tools For All Freelancers And Micro Businesses
More Features

We made simplicity powerful

Plutio Proposals comes with dozens of tools to make you more productive. Integrated with the entire Plutio suite, Proposals let you accomplish anything.

Read notifications

Get smart notifications any time a prospect opens and/or signs a proposal.

Item templates

Add products, deliverables, or any other item in your proposals and save them as templates for future use.

Built-In automation

Automatically create projects and invoices upon the signing of a proposal.

Built-In contracts

Include a legally-binding contract as part of any proposal and require it as part of the signing process.

Easily localized

Each proposal can have its own language, currency, and date format for a personalized experience.

Expiration dates

Increase urgency by requiring a signature prior to a proposal expiration date.

Frequently Asked Questions

What is a buiness proposal?

Putting it simply, it's just a proposal to provide services to someone. It can be used for creative, construction, and many other types of services.

How do I create a business proposal ?

To create a business proposal, go to the proposals page and click New. Select a template or start from scratch. Choose your client or add a new client and click send.

Can I send a proposal to any potential client?

Yes. All you need to send a proposal is the client's basic contact details. Choose a template (or start from scratch) and click the send button.

How do I email my proposals to my prospects?

The send proposal button within Plutio will automatically email your client a link to the proposal. Optionally, you can also copy the link and send it yourself.

How do I write an effective business proposal?

Every industry has it's own norms so Plutio comes with tons of proposal templates so that you have an easy launch-point.

What should be included in a business proposal?

While there's a lot of room for variation, all business proposals should include your company information, the services you are proposing, and a price for services.

Get Jump Start on Landing New Clients with Prebuilt Templates

Ready to Use

Plutio has dozens of proposal templates, from web design and branding templates to development and residential construction templates.

Supercharge Your Business

All The Tools You Need In One Intuitive App

Manage projects, communicate and collaborate in real-time, share files, create proposals, get paid and automate your workflow - all from one app.

No credit card required

Plutio - the all-in-one and complete toolkit to run your business and get work done from one app
Forbes recognizes Plutio as one of the Top Ten Tools: The Essential Tools For All Freelancers And Micro Businesses