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Building and pricing a proposal

Build a proposal from rooms and line items, price it with rate cards and the rate builder, and offer packages, a cover image, and a mood board.

Updated 23 June 2026

You build a proposal in the New Proposal builder. This page covers the builder, the rate cards your prices come from, the rate builder that works out your day rate, and the extras a client sees — packages, a cover image, and a mood board.

Open the builder from New Proposal on the My Proposals tab. To edit an existing proposal, open it and click Edit — the same builder opens.

Set your prices first

Prices in a proposal come from a rate card — a reusable price list. Build a rate card once and every proposal pulls its line-item prices from it. Change a rate on the card and future proposals use the new figure.

If you don't know what to charge yet, use the rate builder to work it out from your costs, then turn the result straight into a rate card.

Work out your day rate with the rate builder

The rate builder calculates a suggested day rate from your costs and target income. Open it from Rates in the left sidebar, then click the Rate Builder tab.

  1. Enter your Target annual income — your personal take-home target before tax.
  2. Enter Billable days per year — the days you actually invoice, not every working day.
  3. Enter your Team size.
  4. Enter your Monthly overheads — rent, software, hardware, and the rest.
  5. Choose your Experience level and Geographic region from the dropdowns.
  6. Pick a Market position — Budget, Mid-market, Premium, or Luxury — to adjust your rates relative to market averages.

As you type, the builder shows a Recommended day rate and a list of Suggested per-deliverable rates worked out from your hourly rate.

To save these numbers as a price list, click Save Profile & Generate Rate Card. This creates a rate card with every deliverable type filled in at the suggested prices, ready to use.

Build or edit a rate card

A rate card is a named price list with a currency and a set of priced items.

  1. Open Rates in the left sidebar and click the Rate Cards tab. You can also reach it from Set Up Rate Cards on the My Proposals tab, or from inside the builder.
  2. Name the card — for example Standard Rates 2026.
  3. Add an item: type its name, a price, and an optional unit and detail line.
  4. Repeat for each deliverable type you charge for.

You can keep more than one rate card — for example one per service tier or one per client type.

Assign a rate card to a client

Assign a client to a rate card so any proposal for that client uses that card's prices by default. Each client can belong to one rate card.

  1. Open a rate card in the editor.
  2. Find the client list and tick the clients this card applies to.
  3. Save. New proposals for those clients pull from this card.

Build the proposal

Inside the builder you assemble what the client will see and what it costs.

  • Rooms — group line items by area, such as Living Room or Kitchen. The client sees these as sections.
  • Line items — the priced deliverables in each room. Pull them from a rate card, or add them by hand.
  • Adjustments — a discount or surcharge applied to the proposal total.
  • Pitch text — a short opening that introduces your studio and the work.
  • Inclusions and exclusions — spell out what the price covers and what it doesn't.
  • Cover image — one image shown at the top of the client's page (up to 5 MB; PNG, JPEG, or WebP).
  • Mood board — reference images shown on the client's page (up to 12 images, each up to 5 MB).
  • Testimonials — client quotes from your Testimonials library.
  • FAQs — questions and answers from your FAQ library.
  • Portfolio items — showcase images attached to the proposal.

The running total updates as you add line items and adjustments.

Offer the client a choice with packages

Instead of one fixed price, you can offer packages — alternative bundles the client picks from, such as a standard tier and a premium tier.

When a proposal has more than one package, the headline total shows as a range — the lowest package price to the highest — rather than a single figure. The client picks one package when they accept, and that becomes the agreed amount.

Save and send

Click save when the proposal is ready. It lands in My Proposals as a Draft. When you're ready to send it to the client, follow Sending a proposal to a client.

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