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title: How Documenso Helps Freelancers Close More Clients Efficiently
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description: Reducing friction when sending proposals is critical to close new clients. By using Documenso, freelancers can save time, enhance client interactions, and ultimately close more deals efficiently.
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authorName: 'Timur Ercan'
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authorImage: '/blog/blog-author-timur.jpeg'
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authorRole: 'Co-Founder'
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date: 2024-05-30
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tags:
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- Freelancer
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- Proposal
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- Productivity
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---
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Getting new clients, or maybe even your first client, to sign with you is at the very core of freelance work. Whether you develop software, create designs or market products, it all starts with a signature from you and your future customer. Closing a customer usually means agreeing on a proposal first and then signing a formal agreement afterward. Signing proposals and contracts is fast, easy and painless with Documenso.
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## Understanding Proposal and Contracts
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### 1. Initial Proposal
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> Agreeing on what needs to be done a terms for payment
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A proposal will include the scope of of the work (what does the customer want done?), desired deliverables (documents, code, features, videos etc.), timelines, payment terms (one-time, monthly, per hour), prices (e.g. $60/ hour, $5k one-time). A proposal is important for both sides to be clear what the goal is and what terms apply. A customer usually decides if the offer is what they want based on the proposal.
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### 2. Formal Contract
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> After you and the client signed the proposal a contract can be signed, formalizing the agreement and adding detailed legal terms.
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Once the terms are agreed, a more formal document should specify the terms of working together, especially legal details Confidentiality, Indemnification, Governing Law etc. The contract provides clarity on legal detail for both sides and formalizes the claim of both sides.
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Sending one or even multiple documents to a potential client and have them send them back signed (worst case they send it via actual mail) is time-consuming for both sides. It is also introducing friction at a time when making it as easy as possible for your potential client to say yes should be your number 1 goal.
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### **Digital Signatures for the Win**
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Signing documents digitally makes closing proposal and contracts faster and more secure. Each party can review and sign the documents in question in minutes instead of days (inserting the signatures manually or even weeks (using conventional mail). Apart form the efficiency gains, signing digitally also increases trust by making the process more secure and auditable. Digitally signed document can’t be changed after the fact and every step on the process is logged.
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Documenso lets you reap these benefits for sending proposals and contracts with minimal effort. Being open source, the whole world can verify our product and how we deliver on these promises, which is why thousands of users already trust Documenso for their signing needs: [https://documen.so/open](https://documen.so/open).
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## Preparing the Proposal
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If you already have a proposal template, just create a new version for your client and export it to PDF. If your tool doesn’t support that, your system's “PDF printer” lets you create a PDF from almost any tool by using the print function. If you do not have a template yet, you can find a lot of content and guides on the matter through a quick Google search. Here is a quick checklist of what your proposal should cover:
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- A clear and consise title
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- Your contact informationa
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- Date of the proposal/ validity period
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- Experience, qualifications and prior relevant projects
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- A summary of the project
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- A detailed description of the project
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- Goals, outcomes and deliverables
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- Tasks and activities to achieve the goals and Outcomes
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- Timeline with milestones and deadlines
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- Pricing terms and payments schedule
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- Summary of major terms for the coming contract
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## Sending the Proposal
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If you don’t have a Documenso Account yet, you can [create one for free](https://documen.so/signup?utm_source=blog-freelancer-proposal). Once you signed up you can upload your proposal PDF by simply dragging it onto the drop-area. TODO process
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To sign the proposal yourself first after sending, justnavigate to your inbox and click sign. You can track the status if your proposal simply by clicking the Document in the overview. Documenso will also notify you, once the proposal is signed.
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[video of the process]
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### 6. Conclusion
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Sending a proposal to potential clients using Documenso makes getting to the first yes fast and easy. Seeing if your proposal was singed or even read helps you to get a feel for where you are in the process. You can use the [Documenso Free Plan](https://app.documenso.com/signup?utm_source=blog-freelancer-proposal) to send 5 proposal per month. Digital Signing in 2024 is best practices for all professionals looking for the most effiecient way to get business done.
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[Check out Part 2](https://documenso.com/blog) to learn about signing contracts with Documenso
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