Managing multiple proposals as a freelancer

Five proposals out. One from two weeks ago that you have not heard back on. One opened four days ago that you forgot to follow up on. Another that needs a nudge but you cannot remember when you last sent something. Prosperus puts everything in one dashboard: every proposal, every status, every open event. You always know what needs attention.

Start free trial

Pipeline view of all proposals

Every proposal in one dashboard. Status, value, and last activity at a glance, without clicking into each one individually.

Real-time view notifications

Know the moment a client opens a proposal. Track how many times they have read it. Follow up with context rather than a guess.

Automated follow-ups per proposal

Set reminder sequences per proposal. Each runs independently. You are following up on all of them, even when your attention is somewhere else entirely.

One dashboard for all proposals

Every active proposal is visible in Prosperus with its current status: sent, opened, viewed multiple times, signed, or expired. No spreadsheet, no inbox search, no post-it notes on your monitor. The pipeline view tells you exactly where things stand at any given moment.

Automated follow-up across all proposals

Set follow-up schedules per proposal. Prosperus fires reminders automatically so no lead goes cold while you are focused on a project. Follow-ups run in the background. The client hears from you on schedule whether you remembered or not.

Recency and urgency at a glance

Sort proposals by last opened, sent date, or status. Prosperus shows you which proposals need attention based on actual activity, not just how long they have been sitting. The one opened this morning is more urgent than the one from two weeks ago with no opens.

Fast generation means more proposals

When each proposal takes 10 minutes to generate instead of 90, sending more of them becomes practical. Prosperus removes the time bottleneck that limits how many proposals you can realistically have in play at once.

Client records linked to proposals

Every proposal is connected to a client record. You can see the full history of what you have sent to each client, what was accepted, and what is still pending. No digging through email threads to remember what you quoted them three months ago.

Signature status at a glance

See which proposals have been signed and which are still pending. Prosperus shows the signature status on every proposal in your dashboard. Nothing gets missed because it sat in a tab you forgot to check.

When you are running three proposals at once, the one that gets lost is usually the one that would have closed.

Prosperus gives you a single view of every active proposal: what has been sent, viewed, accepted, and what needs a nudge. No spreadsheet, no sticky notes, no guessing which one you last followed up on. The dashboard shows you the state of your entire pipeline at a glance. You act on what actually needs attention rather than the one you happened to remember.

Free 7-day trial. No card required.

Every proposal tracked, nothing slipping through

Try Prosperus free

FAQs

Prosperus does not cap active proposals. You can have as many live at once as you are sending. Dashboard sorting and filtering keeps the view manageable at any volume.

Yes. Each proposal has its own follow-up schedule. You set the intervals when you send: day 2, day 5, day 10, or whatever cadence fits the client and context.

Status (sent, opened, signed, expired), last activity date, open count, which client it is for, and the total value. Sortable by any column so you can prioritise quickly.

Yes. Filter by sent, viewed, signed, or expired. Useful for seeing which proposals need immediate follow-up versus which are already closed.

Prosperus includes a built-in lightweight CRM with no hard cap on client records. All clients, all proposals, all in one place.