As a freelancer, context switching is your biggest time sink. You draft a quote in Word or Notion, export it as a PDF, send it via email, track revisions through messy reply chains, and when the work is finally approved, you manually enter all that data back into your time tracker.
To eliminate this friction and fragmented workflow, we are introducing the Client Proposals add-on for Hourlyo.
Now, you can manage the entire lifecycle-from the first client touchpoint to the final deliverable-without ever leaving the Hourlyo ecosystem.
What’s Included?
Build Clear Quotes Your proposals should reflect the quality of your work. Compile line items, hourly rates, deadlines, and total budgets into one polished, minimalist document that is easy for your clients to read and understand.
Send a Simple Review Link Forget heavy PDF attachments. Send your client a secure, unique link. They open a clean, distraction-free page directly in their browser to review the proposal-no Hourlyo account required.
Accept or Request Changes Clients can approve the quote with a single click or leave revision notes right on the page. You stay in complete control of the numbers; the client simply drops a note, and you update the proposal from your own dashboard. Professional boundaries remain intact.
Convert to a Project Instantly This is where the system truly shines. The moment a client accepts a proposal, the approved scope automatically converts into a new Project with ready-to-go tasks. You can start tracking your time immediately.
Pricing and Availability
The Client Proposals feature is designed as a premium add-on for users looking to streamline their client acquisition and project management flow. It is not sold standalone.
- Requirement: An active Hourlyo Pro subscription ($4.99/mo).
- Add-on Price: Proposals Add-on +$1.99/mo.
Centralize your workflow, deliver a premium experience to your clients, and shorten the path from "quote to invoice." You can activate the Client Proposals add-on directly from your dashboard today.