PROPOSAL & SCOPE-OF-WORK BUILDER

Set the scope.
Start on the same page.

Build a client proposal and scope of work with objectives, deliverables, exclusions, milestones and payment terms. Preview and export a professional PDF.

No sign-upOn your deviceFree to use
Proposal & scope-of-work builder inputs

Make it yours.

Describe the need and the result you are proposing.

What will success look like?

List specific outputs, formats and quantities.

Make exclusions and assumptions explicit.

List stages, target dates and dependencies.

Access, materials, feedback and approvals needed.

For example, deposit and milestone payment amounts.

Describe included revisions and how additional work is agreed.

Describe how the client can accept and any proposal expiry date.

PNG, JPEG or WebP, up to 2 MB.

Your entries stay in this open page. Refreshing clears them. Export what you need before leaving.

YOUR DOCUMENT

From details to document.

Fill in your details, then update the preview.

Print / PDF opens your browser’s print dialog. Choose Save as PDF to download. Longer documents continue onto additional pages.

A LITTLE CONTEXT GOES A LONG WAY

How to use this
builder.

01

Connect the problem to a concrete outcome

A useful proposal starts with the client’s goal and the result you intend to deliver. Keep the summary specific to that project. List measurable objectives rather than promises that depend on factors outside your control.

02

Define what is included

Describe each deliverable, its format, quantity and acceptance criteria. Add exclusions, dependencies and client responsibilities so both sides understand what the fee covers. A website project, for example, might specify the number of pages, who supplies content and how many review rounds are included.

03

Make the commercial steps clear

Add milestone dates, the total fee and payment schedule. Explain how changes are requested and priced, and what counts as acceptance. The export is a proposal document; it does not send an electronic signature request or determine whether your terms form an enforceable contract. Review terms for your project before sending.

Created by Ostro. Read our editorial standards or report a correction. The guide above explains the method, assumptions and examples.

Prefer an editable file? Explore related templates ↗

GOOD TO KNOW

A few useful answers.

Can I use this as a scope of work?

Yes. Focus the project summary on the engagement, then fill in deliverables, exclusions, responsibilities and milestones. The generated document includes the sections you complete.

Does it collect signatures or send the proposal?

No. Download the PDF and send it yourself. Signature collection and any contract review happen outside this tool.

Are my entries saved?

No. Your entries stay in this open page and reset when you refresh or leave. There is no account, autosave or cloud storage. Download or copy what you need before closing the page.