Client Proposal Template
For agencies that need to move faster from quote to kickoff. Build a branded proposal with line items, discount, and tax. Client accepts via a public link (no login required), and the project appears in your CRM automatically.
How it works
- 1Start free demoRegister at crm.melororium.com — no credit card required.
- 2Open Proposals and load the templatePre-built sections appear: Introduction, Scope, Deliverables, Pricing, Terms, Next Steps.
- 3Fill in line items and set brandingAdd your deliverables, rates, and discount. Upload your logo. Set your accent color.
- 4Send the link — client accepts, project appearsShare the /p/[token] link. When client accepts, the project creates in your CRM automatically.
What's included
Branded proposal page: your logo, colors, not Melororium
Line items with quantity, rate, discount, and tax
Client accepts via public link, no login required
Accept auto-creates a project in your CRM
View tracking: know when and how often the proposal was opened
PDF download for the client
Multicurrency: USD, EUR, GBP, UAH
What is a client proposal template?
A client proposal template is a pre-built structure for presenting project scope, deliverables, and pricing to a client before work begins. A good template reduces the time to write each proposal from hours to minutes, ensures nothing critical is missed, and gives every proposal a consistent professional look.
Melororium's Client Proposal Template goes one step further: when the client accepts, the system creates a project in your CRM automatically. No manual handoff from sales to delivery. No copy-paste of scope into a new project board.
What the proposal contains
The template pre-fills the standard sections every client proposal needs:
**Introduction**: a brief restatement of the client's problem and why your team is the right fit. Two to three sentences maximum.
**Scope**: what's included in this engagement and, critically, what's not included. Explicit out-of-scope items prevent scope creep conversations later.
**Deliverables**: specific outputs with dates. "3 homepage concepts by June 15" rather than "homepage design."
**Pricing**: line items with description, quantity, rate, and calculated amount. Discount field (percentage or fixed). Tax percentage. Total.
**Terms**: payment schedule (standard: 50% upfront, 50% on delivery), revision rounds, and timeline.
**Next steps**: one clear instruction for the client: click Accept to start, or contact you to discuss.
Branding your proposal
The client sees your brand, not Melororium. Set your accent color, upload your logo, and choose background colors. Each public proposal page at /p/[token] looks like your company sent it.
What clients see
The public proposal page loads without login. Clients can scroll through the full proposal, download a PDF, and click Accept or Decline. Every time the page is opened, Melororium logs the view, so you know when it was read and how many times before the client responded.
The Accept flow
When the client clicks Accept, two things happen: the proposal status updates to "accepted" in your Proposals list, and a project is created automatically in your CRM with the proposal title and client linked. Your team receives a notification. No manual work required to move from signed proposal to active project.
Pricing
Proposals is included in the Studio plan at $119/mo for teams of up to 25 users. Multicurrency support: USD, EUR, GBP, UAH. Proposal statuses: draft, sent, accepted, declined, expired.
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Frequently
Asked Questions
Have a question that needs a human to answer?
No problem, email us at support@melororium.com
Studio plan at $119/mo for 25 users.
Yes. Save any proposal as a starting point for future ones. Edit sections, line items, and terms to match different engagement types.
USD, EUR, GBP, and UAH. Currency is set per proposal, not globally.
No. The public /p/[token] page loads without login. The client reads the proposal, downloads a PDF, and clicks Accept, all without registering.
The status changes to "expired" and the Accept button becomes inactive. You can extend the expiry date or resend a new proposal.
Start from a template
Pick a template, invite the team, start today.
Every template runs inside the same workspace: tasks, timers, CRM and invoices for up to 15 people at $59 a month. Add a hire, the price stays.
88
templates included
$59
per month, whole team
28
instruments, one login