A proposal is a pre-contract document you send to a prospective client to outline what you’re offering, what it costs, and why you’re the right person for the job. Unlike a contract, a proposal is not binding — it’s a pitch. Once a client accepts, you can convert it into a contract and project to get work started.Documentation Index
Fetch the complete documentation index at: https://help.hedwigbot.xyz/llms.txt
Use this file to discover all available pages before exploring further.
The proposals feature is currently under active development and will be available in a future update. The details on this page describe the intended functionality.
What proposals are for
Proposals let you present your services professionally before any formal agreement is in place. A good proposal typically covers:- The problem or goal the client wants to address
- Your proposed approach and deliverables
- A milestone breakdown with costs
- Your timeline
- Why you’re suited for this work
Create a proposal
Fill in the proposal details
Provide the key information Hedwig needs to draft the proposal:
| Field | Notes |
|---|---|
| Client name | The prospective client’s name or company |
| Project title | A short name for the work you’re proposing |
| Scope of work | A description of what you’ll deliver |
| Milestones | Deliverable stages with amounts and timelines |
| Total value | The overall cost of the engagement |
Review the AI draft
Hedwig generates a professional proposal document using your inputs. Review the text and make any adjustments before sending.
AI-assisted proposal generation
Hedwig’s AI (powered by Google Gemini) writes the proposal narrative based on the project title, scope of work, and milestone details you provide. The generated document includes a professional introduction, a breakdown of deliverables, and a payment schedule — written in a tone suited to a client-facing pitch document.Convert a proposal to a contract or project
When a client accepts your proposal, you can convert it directly into a contract or a full project without re-entering any information.Convert to contract
Creates a binding contract pre-filled with the proposal’s scope, milestones, and payment terms. Ready to send to the client for formal approval.
Convert to project
Creates a project in your workspace with the client, milestones, and budget already set up. Hedwig auto-generates a draft contract and — on Pro — draft invoices for each milestone.
Converting a proposal does not delete it. The original proposal stays in your Proposals list so you have a record of what you pitched.
Proposal statuses
| Status | What it means |
|---|---|
| Draft | Created but not yet sent |
| Sent | Delivered to the prospective client |
| Viewed | The client has opened the proposal |
| Accepted | The client has agreed to move forward |
| Declined | The client passed on the proposal |