Published Date: July 22, 2014
Last Updated Date: December 20, 2024
Want help from the experts?
We offer bespoke training and custom template design to get you up and running faster.
State of Proposals 2024 Report
We’ve dug deep into our data and extracted the information that sales and marketing leaders can use to make their proposals better and boost their business.
Last Updated Date: December 20, 2024
Becoming a freelancer is a huge step, and one that often brings huge rewards to those who have the courage to make the leap. But there are a lot of pitfalls to avoid and lessons to learn from so your experience of being a freelancer is as painless as possible.
After months of writing and design, we launched an in-depth guide that outlines exactly how to do it from when you start off moonlighting until the time you're ready to grow. Clocking in at close to 30,000 words, it's chock-full of tried-and-true wisdom to help any designer, developer, writer or marketer leave their agency job and strike out on their own.
The guide contains eleven chapters:
Ross Simmonds and I wrote the guide together, and both of us have taken the big step at one point in our lives of leaving our respective employers to become our own boss.
We also interviewed a number of successful freelancers to get their take, including Geri Coady and Rina Miele, who were kind enough to offer their insights into how they successfully went freelance and continue to produce amazing work for their clients.
The guide was designed by Tomboy, a small design studio based out of Washington DC who did a great job bringing our content to life with beautiful illustrations.
At the end of each chapter is a sign up form if you'd like to download the full e-book. I'd love it if you shared it with people whom you think it could help.
Let me know what you think of it in the comments below.
Co-founder and CEO of Proposify, and co-host of the Levership podcast. Outside of Proposify, he plays in the band Club Sunday, who put out their first LP in 2023 and enjoy playing live shows every chance they get. Follow him on LinkedIn.
BasicStart free trial |
TeamStart free trial |
BusinessBook a demo |
|
---|---|---|---|
Brand customization |
|||
Unlimited templates
All accounts allow unlimited templates. |
|||
Content library
Create and share templates, sections, and images that can be pulled into documents. |
|||
Embed images & videos
Images can be uploaded directly, videos can be embedded from external sources like YouTube, Vidyard, and Wistia |
|||
Custom domain
You can map your domain so prospects visit something like proposals.yourdomain.com and don't see "proposify" in the URL |
|||
Content authoring |
Basic | Team | Business |
Online signatures
All plans allow you to get documents legally e-signed |
|||
Interactive quoting
Allow prospects to alter the quantity or optional add-ons |
|||
Client input forms
Capture information from prospects by adding form inputs to your documents. |
|||
Document Sends
You can create unlimited documents but some plans limit how many you can send per month. |
5 sends per month |
Unlimited sending |
Unlimited sending |
Visibility |
Basic | Team | Business |
Notifications & metrics
Get notified by email and see when prospects are viewing your document. |
|||
PDF export
Generate a PDF from any document that matches the digital version. |
|||
Reports
Get a full exportable table of all your documents with filtering. |
|||
Process & control |
Basic | Team | Business |
Payments
Connect your Stripe account and get paid in full or partially when your proposal gets signed. |
|||
Automations
Set up automations using pre-built connectors or customize using the workflow builder |
|||
Custom fields & variables
Create your own fields you can use internally that get replaced in custom variables within a document. |
|||
Integrations
All integrations except for Salesforce. |
|||
Auto reminders
You can automatically remind prospects who haven't yet opened your document in daily intervals. |
|||
Roles & permissions
Lock down what users can and can't do by role. Pages and individual page elements can be locked. |
|||
Approval workflows
Create conditions that if met will trigger an approval from a manager (by deal size and discount size). |
|||
Salesforce integration
Use our managed package and optionally SSO so reps work right within Salesforce |
|||
Single sign-on (SSO)
Our SSO works with identity providers like Salesforce, Okta, and Azure |
|||
Workspaces
Great for multi-unit businesses like franchises. Enables businesses to have completely separate instances that admins can manage. |
|||
API Access
Integrate with external systems, or enhance customization, our API provides the tools you need to succeed. |
|||
Success |
Basic | Team | Business |
Email & chat support
Our team is here to provide their fabulous support Monday - Thursday 8 AM - 8 PM EST and on Fridays 8 AM - 4 PM EST. |
|||
Phone & Zoom support
Sometimes the written word isn't enough and our team will hop on a call to show you how to accomplish something in Proposify. |
|||
Success manager
Your own dedicated CSM who will onboard you and meet with you periodically to ensure you're getting maximum value from Proposify. |
|||
Premium integration support
Our team of experts can perform advanced troubleshooting and even set up zaps and automations to get the job done. |