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7 Ways to Make Your Freelance Proposal Templates Look More Professional

  • March 13, 2018

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Being able to write a high-quality project proposal is an essential skill for many freelancers and solopreneurs. Yet it’s not just the words that are important. The design can also have a huge impact. While the written content is the driving force, the design is what frames that content and supports the message. That’s where professionally designed project proposal templates can really help you as a freelancer.

Well-written and presented project proposals are vital to your success as a freelance professional, whatever industry you are in. They can help you land lucrative clients who respect your skills and experience. Proposals can also open doors to new opportunities and allow you to raise your income to new heights.

But this happens only when the proposal’s content and design work seamlessly together. An exceptionally written project proposal framed with an attractive and professional looking design, will make you the client’s only credible option.

So what are some of the ways you can make your freelance project proposal template look more professional?

  1. Use a simple modern design

From the moment your potential client sets eyes on your project proposal, they need to know you mean business. The proposal document should ooze quality and leave the reader in no doubt as to your level of professionalism. A good proposal design is simple, modern, well-rendered, and above all, supportive of the content. Whatever design elements you include, everything should frame and accentuate the words.

Select a project proposal template that has all of these qualities. You can then adjust it to suit your individual business identity, subject-matter, and client requirements.

  1. Adapt the design to suit your audience

A great design doesn’t necessarily mean an appropriate design. The look of your project proposal document needs to match with the expectations and reality of your target audience. If you provide freelance services to more creative businesses, for example, then adding more photos and infographics can make the proposal more appealing.

The opposite is also true. Some prospects in particular industries may prefer simple chart tables with a heavier emphasis on facts and figures, rather than imagery.

Consider the industry you’re targeting and the style of documents they are most used to reading.

  1. Use a recognizable brand color scheme

Brand continuity is vital for all businesses, including freelancers. Prospects are able to quickly connect a brand look with a particular professional. The colors and designs of your brand identity need to be incorporated into every document and page clients will see.

Ensure your project proposal also contains your brand color scheme and graphics. This strengthens their association with your work. Your brand’s colors can be used in background highlights, header graphics, sub-title boxes, bullet points, and as elements in tables and charts.

  1. Create an intelligent layout

Project proposals follow a general pattern which it’s important to maintain. Clients will expect a certain structure. Anything which deviates from what they are accustomed to might result in confusion. It’s vital for your proposal to be easy-to-read, flowing, and without complications.

That said, within the traditional layout there is room to add your own unique design elements and features. For example, using two columns instead of the traditional one, can work well. This depends on the subject matter and intended audience. You can even use a combination of both, on different pages or the same page.

  1. Use neat content formatting

Just like with the layout of the project proposal, the formatting of the content needs to generally follow what your intended audience are used to. However, there is plenty of room to format the content in an attractive and unique way.

Use plenty of small paragraph sections, bullet points, headers & sub-headers, tables, charts, and indentations. These features make the proposal look more attractive, easier to read, and show you’ve put effort into the document’s creation. They also make the written content stand out further.

  1. Select a readable font

It’s the words that are the vital element of your project proposal. You can have an exceptional design and fantastic proposal content but if the words are hard to read, then you’ll be put at a huge disadvantage. Treat the words like the actors on a stage. They need to be clearly seen and understood, without delay or obstruction.

Select an attractive font which can be read quickly and easily. Make sure background colors don’t camouflage the text. Maintain the same font throughout the document.

  1. Ensure the proposal is suitable for printing

Many project proposals will be digital in nature but some clients might want to hold a physical version of your proposal. If you create printed versions of proposals, then it’s important these are printed on the best paper and use professional binding. Such documents might also need some modifications and additions, such as resizing and formatting to suit the printed page.

The printed project proposal should look flawless when in the hands of key decision-makers within the company you’re targeting.

Decide before selecting and modifying a template whether the project proposal will be printed. If so, choose templates which will look just as good printed onto paper.

Fully customizable project proposal templates

Project proposal templates, just like your invoice templates, allow you to present your freelance brand in the best possible light. They also help you to speed up the proposal development process by giving you a ready-to-use format in which to slot in your text. This saves you time, which in turn speeds up your productivity and improves your cash flow.

Once you’ve adapted one proposal template, you can then use it again and again, especially if you’re a freelance specialist in a particular industry.

At Invoice Ninja we have a range of professionally designed proposal templates – and invoice templates – from which to choose. They are all fully-customizable and easy to adapt. You can add your own unique and distinctive brand identity and modify the format to your liking.

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create Taxes per Invoice Total or per Invoice Line-Item

Forever Free

Powerful tax settings.

  • Create up to 3 separate tax rates per invoice total.
  • Create up to 3 separate tax rates per individual invoice line-item!

You may have line-items (services or products) that are tax exempt, others that require taxation. You can create multiple tax situations per client or invoice! 

Invoice Ninja also supports creating inclusive & exclusive taxes per client as needed

  • Exclusive taxation: $100 + 10% = $110
  • Inclusive taxation: $100 + 10% = $100 ($90.91 + tax $9.09)

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Enable/Disable Recurring When Cloning

Forever Free

Save time by cloning invoices within a client, or clone an existing invoice to a new client! You may wish to clone a invoice from one client to another and set up the new invoice as recurring with auto-billing, or vice versa! 

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Setup Automatic Credit Card Gateway Fees

Forever Free

You may wish to pass along your credit processing fee to your clients if they pay by credit card, or simply to encourage your clients to pay by ACH bank transfer! Set up automatic fees at your discretion or enable the fee to auto-match your gateway fee!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Bulk Emailing Invoices & Quotations

Forever Free

If you wish to semi-automate emailing out invoices & quotes to your clients, utilize the bulk send feature! Simply select all the invoices & quotes and click “Send” and your account will automatically que them up to go out! 

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

​Multiple Currencies & Languages

Forever Free

Invoice Ninja supports dozens of languages & currencies!

You can set different languages & currencies per client! Is your account in English, but it would be nice if your French speaking clients saw their client portal in French or Spanish speaking clients seeing payment instructions in Spanish? We have you covered!

Languages and currencies can be set per individual client!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Importing Expenses & Vendors

Forever Free

Keep all records up to date & run accurate reports by importing Expenses. Expense importing can be done manually anytime, or you can automate it with our new banking Yodleee integration!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Item & Product Library System

Forever Free

Why waste time typing? Create product & services in your Product Library! When creating invoices simple click from the line-item selector to quickly populate invoices and email them out!

Your product library also works (optionally) together with the Inventory feature! You can define the # of inventory stock available and when creating invoices the product library will reduce inventory levels and notify when you’re running low!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Alerts When Client Views & Pays Invoices

Forever Free

Want to know when your client clicks to view their invoice?

Set up notifications when clients view quotes, invoices, make payments, and also if a clients payment fails. 

If you have additional account users, you can also be notified when your User are creating and sending out quotes & invoices! 

Many notification options to keep you informed of all actions taking place within your account!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Projects, Tasks & Track Time

Forever Free

Task time-tracking allows you to accurately record every second spent on each individual task and quickly transfer timed data to the relevant invoice.

  • Create Project, Tasks, and Track Billable-Work
  • Convert Timed-Tasks to Invoices with 1-Click
  • Easily Categorize to Search Tasks & Projects

When you’re done with a task or series of tasks within a project, simply click and send your work-time to an invoice with 1-click!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Accept Deposits & Partial Payments

Forever Free

Do you require a deposit or down-payment from clients to commence your work?

Set partial payments/deposits with unique due dates for partial payments/deposits! After your client pays the partial payment the invoice will automatically update itself with the balance due and set the new final invoice due date.

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

 

Create a Free Account!

Approved Quotes Auto-Convert to Payable Invoices

Forever Free

Automate your workflow! When you email out quotations to your clients, they can “Click to Approve” the quotation which then converts the quote into a payable invoice!

Invoices can then be paid online with 1-click, and your account documents all steps!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Client-Side Portal & Invoices/Payments History

Forever Free

Every action your clients take is recorded and viewed into their client-side portal. 

Invoices, quotes, payments and more are tracked.

Uploaded documents, payment methods, client-profile – everything is accessible and recorded to ensure a smooth experience for you & your clients!

Your clients also have dynamic functionality to run their balance statements with custom date & data parameters!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Recurring Invoicing & Auto-Billing Clients

Forever Free

If you have clients that need to be billed again & again on a fixed schedule (weekly, monthly, etc…), Invoice Ninja offers auto-billing via the world’s favorite payment gateways:

  • Stripe
  • WePay
  • Braintree
  • Authorize.net​​
  • Mollie
  • GoCardless
  • Square
  • Eway Rapid
  • PayFast
  • Checkout.com
  • Paytrace
  • Forte

Auto-billing (AKA “token billing”) is a feature that enables the payments system to capture your clients’ credit card details and store them for billing at a future date. Token billing enables auto-billing, which means future invoices can be issued automatically. Invoice Ninja integrates seamlessly so you can enjoy all the advantages of token billing via your Invoice Ninja account.

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Track Inventory Levels

Forever Free

The inventory management feature works together with your “product library”!

Set inventory stock within your product library with threshold notifications. When you create invoices and populate invoice line-items, the inventory stock levels will reduce automatically! When your stock runs low the system will email you a notification reminder to stock up!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Invoice Template Designs

Forever Free

Beautiful well formatted invoices are critical to show clients that you mean business!

Invoice Ninja offers 11 invoice template designs. Free users have 4 free invoice templates, Pro & Enterprise user have all 11 invoice template designs.

Each invoice template can be customized with your company logo, colors scheme to match your brand, and detailed formatting customizations are also offered!

Give your clients a truly branded experience with your company by customizing your invoice templates to match your company branding! 

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Online Payment Gateways

Forever Free

Integrating your Invoice Ninja account with a payment gateway allows clients to pay their invoices with 1-click! 

The payment gateway processes the transaction in the background while your client never leave their Invoice Ninja client-side portal. Seamless! 

Integrate your invoices with: 

  • Stripe Payments
  • WePay Payments
  • PayPal Payments
  • Checkout.com Payments
  • Braintree Payments
  • PayFast Invoice Payments
  • Authorize.net Payments
  • Square Payments
  • Mollie Invoice Payments
  • Many more!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Upload your Company Logo

Forever Free

Providing your clients a branded experience is critical for professionalism and building trust. Upload your company logo to your preferred invoice template design.

All accounts, Free & Pro/Enterprise, are able to upload logos an customize their invoice colors to match their logo & company brand theme.

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Create & Email Invoices & Quotes in Real-Time

Forever Free

Real-time PDF preview creation shows your invoice review as you build it in real-time. Utilize the product library to quickly populate invoices with 1-click, view the invoice .PDF preview to ensure everything looks awesome, and send it out!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!

Dynamic Dashboard Data

Forever Free

View revenue, invoices sent, recent activity data. Track upcoming invoices, invoices past due, and more!

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Free Invoicing Software for Small Business.
Focus on doing what you love.​ We’ll help with the invoicing​:)

Create a Free Account!