Present your services professionally
Proposals in creavio let you put together a polished document that outlines what you're offering, what it costs, and what's included. Instead of describing packages over email or DM, you send a single link that looks professional and makes it easy for clients to say yes.
Creating a proposal
- Navigate to the Proposals section under Money in the left sidebar.
- Click New Proposal and select the client.
- Add your packages or line items, each with a description, deliverables, and price.
- Include any terms, timelines, or notes the client should know.
- Preview the proposal to see exactly what the client will see.
- Send it. The client receives an email with a link to review.
Bundling packages
Packages let you group services together into a single offering. This is especially useful for weddings and events where clients expect a comprehensive package rather than a la carte pricing.
- Create tiered packages — Offer a base package, a standard package, and a premium package so clients can choose their level of investment.
- Include deliverables — Specify what's included: hours of coverage, number of edited images, album credits, print packages, or second shooters.
- Show the value — When clients see everything bundled together, the perceived value increases compared to listing each item separately.
Client experience
Your client opens the proposal in a clean, branded page. They can review the packages, compare options if you've offered tiers, and accept the proposal with one click. Acceptance can trigger the next step in your workflow: a contract to sign, an invoice to pay, or a booking to confirm.
Tracking proposals
- Sent — The proposal has been delivered to the client.
- Viewed — The client has opened and looked at the proposal.
- Accepted — The client has chosen a package and confirmed.
- Declined — The client has passed. You can follow up or adjust the offer.
Tips
- Limit your tiers to three options. Too many choices leads to indecision.
- Name your packages creatively rather than using "Basic / Standard / Premium."
- Follow up within 48 hours if a proposal has been viewed but not accepted.