Ordered the way a client reads it, not the way you wrote it — what you will do, what it costs, and what happens next.
Use this template — freeNo card. The template opens in the editor.
A proposal is read out of order and rarely to the end. This one puts the work before the price and the price before the paperwork, so the two questions a client actually has are answered before they lose patience. Send it as a link and you find out which of those sections they spent their time on.
Pricing table
the cost, itemised, without a spreadsheet attachment
In scope / out of scope
side by side, so nothing is argued about in month two
Numbered terms
clauses that cross-reference each other and renumber themselves
Cover
the client’s name and yours, before anything else
Timeline
the phases and when each one lands
Variable fields
the client’s name and dates filled through the whole document from one entry
Diagram
the process, drawn rather than described
Send the document as a link rather than an attachment and it reports back: when it was opened, which sections held attention and for how long, what was skipped, and whether the reader came back on a later day.
It measures what was on screen and for how long. It cannot tell you whether someone read a word, and it does not claim to — and every recipient can see exactly what is recorded, from a link on the document itself.
Yes. The free plan needs no card, and the template is there when you create your first document.
Yes. Every document exports to PDF, so a client who wants the file still gets one — though the link is what reports back to you.
Not inside Quixli — there is no electronic signature. Clients accept by reply, or you send the signature separately.