Proposals
To be straight with you: VegaPal has no separate proposal document. What it does have is quotations — itemised, priced, dated offers with terms and a validity period — which is exactly the part of a proposal a client has to approve before work starts.
A quotation carries the commercial part of a proposal: the deliverables, the price for each, the total, the timeline in your terms, and the date the offer expires. For a lot of service work that is the whole document the client needs.
What it is not is a long-form pitch deck with case studies, team bios and a narrative. If your sales process needs that, write it separately and attach the quotation as the pricing your client signs off.
Break the engagement into phases or workstreams as separate line items. Discovery, build, launch support — each with its own price. Clients approve faster when they can see what they are paying for and can drop an item instead of the whole project.
Put assumptions and exclusions in the terms field. 'Copy supplied by client' and 'hosting billed separately' belong in writing, not in your memory of a call.
Once the client accepts, convert the quotation into a tax invoice. Nothing is retyped, so the amount you bill matches the amount you offered.
If you need money before starting, issue a proforma invoice for the deposit instead, and keep the quotation as the record of the agreed scope.
Your logo, full business details and a sequential document number do most of the work. A document that looks like part of a system reads as a business rather than an improvised email.
Sharing matters too: a link that opens on any device gets forwarded internally more often than an attachment that has to be downloaded first.
Send a phased, priced quotation instead of a paragraph in an email thread.
Offer good, better and best as separate line items and let the client choose.
Price the monthly engagement, set the validity, and convert to invoices as it runs.
This is the document that carries your priced offer, its number and its expiry date.
One line per phase or deliverable, so the client can see and adjust the shape of the work.
Assumptions, exclusions, timeline and payment schedule go here, in plain language.
Turn the approved quotation into an invoice, or a proforma invoice if you need a deposit first.
Quotation generator that turns approvals into invoices
Quotation templateQuotation template: every section, and what to write in it
Proforma invoiceProforma invoices: what they are for and when to use one
Payment requestsRequest payment with an invoice and a shareable payment page
Invoice generatorInvoice generator for bank transfer and crypto payments
Prefer background reading first? The VegaPal Learn guides cover invoicing and payments in more depth, and pricing lists what each plan includes.
No. The document types are quotation, proforma invoice and tax invoice. Proposals are handled as quotations, which cover the priced, itemised offer your client approves.
The notes and terms fields take substantial text, but this is a commercial document rather than a design tool. Keep the storytelling in a separate file if your process needs it.
List them as separate line items and describe in the terms which are optional, so the client can accept a subset.
Convert the quotation into a tax invoice, or issue a proforma invoice first if you are taking a deposit before starting.
The free plan covers 3 documents a month, with PDF downloads and shareable payment pages included.