Proposal software is the tool a service business uses to pitch, price, and get sign-off on a scope of work before it starts billing. Hanko's proposal builder produces a branded page or microsite the client opens in a browser — no PDF attachment — and once they approve it, that same record continues into the agreement, the invoice, and the client's portal instead of starting over in a second tool.
How the proposal builder works
A proposal in Hanko is a branded page, not a static document. You add scope, pricing tables, and your logo and brand color, then send a link the client opens in any browser. There's nothing to download and no separate viewer required.
- Reusable templates for repeat proposal types
- Line-item pricing tables the client can see broken down
- Custom branding — logo and brand color on every proposal
- Client approves or leaves comments directly on the page
What happens after a proposal is accepted
This is where proposal software usually stops and a second tool takes over. In Hanko, an accepted proposal carries its client record, line items, and pricing straight into an agreement for e-signature, and from there into the first invoice — the same names and numbers, not retyped.
- No re-entering the client or line items in a separate invoicing tool
- The agreement inherits the proposal's scope and pricing
- The first invoice can be generated directly from the signed agreement
Who uses proposal software like this
Teams that pitch fixed-scope or retainer work and then have to bill it are the primary fit — the proposal-to-invoice handoff is the actual time saved.
- Marketing and creative agencies pitching retainers
- Development and software agencies scoping fixed-price projects
- Consultants sending statements of work
- Freelancers who want one tool instead of a proposal app plus an invoicing app
Frequently asked questions
What is proposal software?
Proposal software is a tool for building, sending, and getting approval on a scope of work and its pricing before an engagement starts. It typically replaces a Word or Google Docs proposal attached to an email.
Does Hanko's proposal software include e-signatures?
Yes. Once a client approves a proposal, it can be converted into an agreement with e-signature fields, without recreating the client or the scope in a separate document.
Can I turn a proposal directly into an invoice?
Yes. A signed agreement built from an accepted proposal can generate the first invoice using the same line items and pricing, so nothing needs to be retyped.
Is there a free plan for proposal software?
Hanko's Starter plan starts at $19/month and includes proposals, agreements, and invoicing. See the pricing page for current plan details.
Can clients comment on a proposal before approving it?
Yes. Proposals are sent as a branded link the client opens in their browser, and they can leave comments or approve directly on that page.