Send the proposal. Keep everything that comes after.
Build proposals from a structured editor or a client brief, see when they are opened and accepted, then carry the scope and pricing into the contract, project budget and invoice.
You know the silence. Is it a no, or did they just not open it?
You send the proposal and wait. Worklyn shows whether it was sent, opened or accepted, so you know when a follow-up actually makes sense.
You get a notification the first time a proposal is opened.
From brief to accepted, three steps.
Add scope, pricing and terms yourself, or paste a client brief and start from an AI draft. You review and edit everything before it goes out.
The draft comes from the brief itself, with your business details filled in. Prices come through as placeholders for you to set.
Share a branded proposal link and get a notification when the client opens it.
Turn an accepted proposal into a contract or invoice draft. The agreed line items can also become the project budget, without entering them again.
Drafts stay drafts until you approve them.
The proposal is the first record of the work.
The client, scope and pricing do not disappear after acceptance. They carry into the contract, project and invoice.
That gives Worklyn the original quote to compare against tracked time, project costs and the final margin later.
When tracked work gets close to the budget you quoted, CFO Mode can flag it before the project is already over.
Hour budget used90%Scope Watch is part of CFO Mode and needs a paid plan.
Proposals questions, answered.
It can prepare the first draft. Paste a client brief and Worklyn can draft the scope, deliverables and pricing structure. The draft comes from the brief itself, and prices arrive as placeholders for you to set. You review everything before sending.
Yes. Worklyn tracks sent, opened and accepted, and notifies you the first time a proposal is opened.
You can turn it into a contract or invoice draft, and carry the accepted line items into the project budget. Both documents arrive as drafts, so nothing goes out without you.
Yes. Worklyn ships ready-made templates on every plan, and paid plans let you save your own proposal as a template to start from next time.
Yes. Proposals are unlimited on the free plan.
Win the work once. Do not enter it twice.
Build the proposal, get it accepted and carry the same scope and pricing into the rest of the job.