A strong proposal sets expectations, defines scope, and wins clients. Orka's AI helps you create professional proposals in minutes.
Why it matters
Proposals protect both you and your client. They define scope, timeline, and pricing — so there are no surprises later. A professional proposal also builds trust with new clients.
Before you begin
Before creating a proposal, you need:
- A client added to your workspace
- A clear understanding of the project scope
- An idea of pricing and timeline
Step-by-step walkthrough
Step 1: Start a new proposal
Navigate to your project and click New Proposal. You can also create a proposal from the AI section.
Step 2: Use the AI generator (optional)
Click Generate with AI and provide:
- Project brief or description
- Services you're offering
- Budget range
- Timeline expectations
The AI creates a draft proposal with sections for scope, milestones, pricing, and terms.
Step 3: Edit and customize
Review the AI draft and adjust:
- Scope — Make sure deliverables are clear
- Milestones — Break work into measurable units
- Pricing — Set fair prices for each milestone
- Timeline — Add realistic deadlines
- Terms — Include payment terms and revision policies
Step 4: Add your branding
Your proposal automatically includes your workspace branding — logo, colors, and contact information.
Step 5: Send to client
Click Send Proposal. The client receives a professional, branded proposal they can review and accept digitally.
Best practices
- Always use escrow-backed proposals for projects over $1,000
- Break large projects into 3-5 milestones
- Include a clear scope of work section
- Set payment terms that work for both parties
Common mistakes
- Skipping the proposal and jumping straight to work
- Not defining scope clearly enough
- Underpricing to win the bid — value your work appropriately
What's next
After the client accepts, Orka can auto-generate a contract. Learn about [AI contracts](/docs/ai/ai-contracts) and [milestone setup](/docs/projects/milestones).