I’m curious how agencies and freelancers are currently creating proposals or scopes of work for new builds.
When a new client comes in and you need to outline things like theme setup, migrations, integrations, custom sections, etc — what’s your actual process?
Are you typically using:
• A Google Docs template you reuse
• Proposal software (Proposify, PandaDoc, etc.)
• Something internal you’ve built
• Just copying the last proposal and editing it
Also interested in how long it usually takes you to produce a proposal that you’re comfortable sending to a client.
Trying to understand what the “normal” workflow looks like for most Shopify agencies.
Would be great to hear how others are doing it.