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User guide

Freelance Proposal Generator

Everything you need to know to prepare a clear business proposal, check it, sign it and send it to your prospect.

What is Freelance Proposal Generator for?

A good business proposal doesn't start with "who I am" but with what you understood of your prospect's needs. Only then come what you offer, your method, your price and how to get started.

Freelance Proposal Generator lays all of this out in the right order: context, goals, deliverables, what isn't included, method, timeline, itemised pricing, package options, references, commitments, FAQ, terms, next steps and a sign-off block. A conversion score and recommendations tell you what's missing before you send it.

Who is it for?

🎨

Designers & creatives

Mockups, visual identity, video, photography.

💻

Developers

Websites, apps, APIs, maintenance.

✍️

Copywriters & translators

Articles, sales pages, localisation.

📈

Marketing & SEO

Monthly retainers, campaigns, search optimisation.

🧠

Consultants, coaches, trainers

Services offered in several packages.

🏛️

Architects & interior designers

Plans, mood boards, site supervision.

The steps, one by one

1

Start from a template or from scratch

In Pro, the 📄 Templates tab offers 12 trades. One click fills in the context, goals, deliverables, method, commitments, FAQ and price lines for your trade. Then replace everything in [brackets] with your prospect's details.

2

Introduce yourself and your prospect

Section 1: your name, your speciality, your tagline, your contact details and your company number (e.g. SIRET in France, BCE in Belgium). Section 2: the company, the contact person and their role.

3

Describe the project

The context (what you understood from your conversation), the goals, the deliverables, what isn't included, the method and the timeline. One line per item in the lists.

4

Build your price

In the 💰 Pricing tab, add your lines (or "📋 Load standard"). Choose the VAT, an optional discount, the payment terms and due date, and how long the offer is valid.

5

Check, sign and send

Look at the 📊 Analysis tab, fix what is flagged, open the 👁️ Preview, sign in your area, then export to PDF. The "Cover email" export gives you the message to send with it.

💡 Proposals are often won on the follow-up. The summary sheet reminds you of the follow-ups to plan: day 3, day 7 and day 14.

Prices and packages

  • Price lines: each line can be a deliverable, a phase or an item. 3 to 8 lines is ideal. Totals excluding VAT, VAT and totals including VAT are calculated automatically.
  • VAT: 20% (France), 21% (Belgium), 8.1% (Switzerland), 17% (Luxembourg), or 0% under a small-business exemption (the "VAT not applicable" wording for your country is added) or reverse charge for a business client in another EU country.
  • Packages (Essential, Pro, Premium, or just 2): in the 📦 Options & Packages tab, give each one a price, a short description and its content. By default, the recommended package uses the itemised price from the Pricing tab.

Score and analysis

The score out of 100 is the average of 5 axes: clarity (needs, goals, deliverables), perceived value (method, proof, hook, packages), pricing structure, trust (commitments, FAQ, contact details) and call to action (CTA, next steps, validity, signature). The 📊 Analysis tab lists exactly what to complete: packages without a price, forgotten items in brackets, a discount that's too large, an expired date…

The sign-off block (Pro)

If the option is ticked (section 7), the proposal ends with two signature areas. In the preview, sign your area with the mouse or your finger, enter the place, and your signature appears on the exports. Your client signs on their side, with the words "Approved" (or "Bon pour accord" in French), on the PDF or through an e-signature service.

ℹ️ A signed proposal binds both parties to what it contains. For a large engagement, back it up with a service contract.

The tabs

TabWhat it's for
📝 SetupThe 8 sections of the form
📄 Templates (Pro)12 pre-filled trades
💰 PricingPrice lines and totals
📦 Options & PackagesPrice and content of each package
👁️ PreviewThe proposal as your client will see it, and the signature
📊 AnalysisScore details and recommendations
📖 Library (Pro)Hooks, objection handling, commitments, payment clauses, pricing tips (click = copy)
✨ AI (Pro)Your key settings, chat and quick actions
📤 ExportsAll the files to download (watermarked in the discovery version; CSV and JSON with Pro)

AI (optional) (Pro)

10 quick actions: write the context, detail the deliverables, suggest a methodology or commitments (the text can replace the field directly), plus value arguments, objection handling, call to action, proposal review, pricing strategy and cover email. The chat knows your project and your prices.

  1. Open the ✨ AI tab and choose your provider: Agnes, OpenAI (ChatGPT), Anthropic (Claude), Mistral, Groq, Google Gemini, DeepSeek, OpenRouter or any OpenAI-compatible service.
  2. Create an API key with that provider (several offer free access, such as Agnes, Groq or Gemini).
  3. Paste your key, click "🔌 Test connection" then "💾 Save".
🔒 Your key stays in your browser and is never stored on our servers. The AI doesn't invent testimonials or figures: it writes [to complete] when information is missing. Always reread its text.

Exports

Documents are open to everyone; in the discovery version they carry a “Discovery version · Made with Yok-Kod” watermark (at the end of the document, at the bottom of each printed page and as the last line of text files). Pro removes it. The price lines CSV, the JSON and the full backup are for Pro.

  • PDF (through your browser's print dialog), Word, HTML, Markdown and plain text: the full proposal, with your signature if you signed.
  • CSV of the price lines (Excel, Sheets; Pro), summary sheet with the follow-ups to plan, cover email, pre-send checklist.
  • Proposal JSON and full backup (Pro), a ZIP with every document (plus the CSV and JSON with Pro).

An honest proposal is more convincing

⚖️ Only use real testimonials and references, with your clients' consent, and figures you can prove. Only promise what you can deliver, and only set a deadline if it's real (availability, budget, price increase). A fake testimonial or false urgency is misleading and quickly found out.

Where is my data stored?

Your proposals and your signature are saved in your browser, not on our servers. Our servers lay out the proposal and calculate the score without keeping anything. The "🕓 History" button keeps the last 20 versions of each proposal.

⚠️ A proposal created on your computer doesn't appear on your phone, and it disappears if you clear your browser data. In Pro, make a regular "Full backup" (Exports tab).

Discovery or Pro?

Discovery (free)Pro
Form, price lines (and standard lines), packages, score, analysis✓✓
Full proposal preview, copy✓✓
Saved proposalsJust 1Up to 50
12 trade templates, library—✓
Signature in the tool—✓
AI with your key (Agnes, OpenAI, Claude, Mistral, Groq, Gemini…)—✓
Document exports (PDF, Word, HTML, Markdown, text, summary sheet, email, checklist, ZIP)With a “Discovery version” watermarkNo watermark
Data exports (price lines CSV, JSON, full backup) and import—✓

Freelance Proposal Generator Pro costs €29, paid once. It is also included in the Marketing Pack (€129) and in Full Access (€179). See the Pro price →

Common issues

Why does a package show "[price to be confirmed]"?
Enter its price in the 📦 Options & Packages tab. Only the recommended package automatically uses the total from the Pricing tab.
Why does the analysis say there are still items in brackets?
The templates contain placeholders such as [your interface]: replace them with your prospect's details.
Why can't I see the signature area?
Tick "Include a sign-off block" (section 7), then open the preview and scroll to the bottom of the proposal.
Why does the AI say "invalid key"?
Check that the selected provider matches your key, then test it again. Free keys are limited to a few requests per minute.
Why can't I find my proposal any more?
Make sure you're using the same computer, the same browser and the same account.

Another question? Write to us, we reply quickly.

Ready to sign your next client?

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