Freelance to Founder Best Proposal & Contract Tool?
Oct 21, 2025
Struggling with proposal and contract chaos? Discover the overlooked truth that it's less about finding the perfect software and more about simplifying your process. Learn how to automate proposals and contracts, prioritize getting paid upfront, and use templates for efficiency. Clay and Preston reveal that sometimes a simple handshake or email can suffice for trusted clients. Transform your workflow by designing your process before picking tools—no shiny objects allowed! Streamlining success is all about functionality and automation.
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Stop Manual Contracts — Template Instead
- Use contract software but stop re-creating documents manually for each client.
- Templatize agreements so sending a contract becomes a single quick action.
Collect Payment And Agreement Together
- Prefer getting payment and agreement in one step when possible to avoid wasted time.
- Create package-specific templates (Option A/B/C) and let clients pay during onboarding.
Paid First, Contract Later Example
- Clay paid $22,000 to a branding expert immediately because of trust and prior relationship.
- The expert sent the agreement after payment as part of onboarding.