Everything you need to know to create, send, and track proposals in Prosperus.
Prosperus is a proposal creation and management platform designed for freelancers and agencies. It helps you create professional business proposals, send them to clients, and track responses – all in one place.
When you first sign up, you’ll receive a 7-day free trial with full access to all features. No payment is required upfront. You can upgrade anytime during or after your trial from the Billing section in Settings.
To get started quickly, Prosperus offers an AI Account Setup Wizard that helps configure your entire account by asking you a series of simple questions about:
Based on your answers, Prosperus automatically generates:
The heart of Prosperus is the Visual Proposal Builder – a WYSIWYG (What You See Is What You Get) editor where you create and customize proposals. Think of it like a document editor, but specifically designed for business proposals.
Every proposal is made up of slides (sections). You can add, remove, reorder, and customize these slides:
You can drag and drop slides in the sidebar to reorder them however you like. This lets you structure each proposal to tell the story that works best for that specific client.
Your work is automatically saved as a draft every 30 seconds. You’ll never lose your progress!
In Settings, you can build a Service Library – a collection of all the services you offer. Each service includes:
When creating proposals, you simply select services from your library instead of typing them out each time.
For each proposal, you can create one or more Pricing Packages (think “Basic”, “Standard”, “Premium”). Each package can include:
Prosperus supports flexible payment structures:
For monthly services (like retainers), Prosperus automatically handles the separation between one-time project fees and ongoing monthly costs.
Shows a simple start date, end date, and duration (in weeks). You can also add flexibility (e.g., “4-6 weeks” instead of just “5 weeks”).
A visual timeline that shows each service as a bar on a calendar. You can:
If you prefer to describe the timeline in your own words, you can write a custom description instead of using the structured formats.
When your proposal is ready, click Publish. This creates a snapshot of your proposal – a frozen version that the client will see. You can continue editing after publishing without affecting what the client sees.
After publishing, you can Send the proposal via email. Prosperus uses your email templates (customizable in Settings) to create a professional email with a link to view the proposal.
The email includes:
Every proposal gets a unique, secure link (like yoursite.com/p/abc123). Only people with this link can view the proposal. You can also copy and share this link manually if you prefer.
When your client clicks the link in their email, they see a clean, professional view of your proposal – without any of the editing tools.
Clients can:
At the end of the proposal, clients can:
Prosperus includes built-in signature capture. Clients draw their signature directly on the screen. The signed proposal includes:
When a client responds, you automatically receive an email notification with:
When a proposal is accepted and signed, Prosperus automatically generates a PDF of the proposal and emails it to both you and the client. This serves as a record of the agreement.
If a client hasn’t responded to your proposal, Prosperus can automatically send follow-up reminder emails. You configure this in Settings:
Templates support placeholders that automatically fill in:
{clientName} – The client’s name{proposalTitle} – The proposal title{viewLink} – Link to view the proposalProsperus tracks:
In Settings, you can configure your default brand appearance:
Each proposal can either:
This lets you maintain consistency while still customizing for specific clients (e.g., matching a client’s brand colors).
The Settings page is organized into sections:
Configure how Prosperus’s AI generates content for you:
Your dashboard gives you an at-a-glance view of:
Chat with the AI assistant to create a proposal. Just describe your client and project, and Prosperus generates:
The AI can generate:
All AI-generated content respects your configured tone and custom instructions, ensuring consistency with your voice.
First 100 users can use promo code prosperus100 for 50% off forever!
If you have questions or run into issues: