I will create pandadoc docusign proposify proposal templates


About this gig
Stop Losing Deals With Boring Proposals And Win More With Automation
Your proposal is your closing tool. A poorly designed one loses the deal before you even get a chance to talk.
I create stunning, branded proposal templates using PandaDoc and Proposify and I set up the automations that send, track, follow up, and collect signatures WITHOUT you lifting a finger.
WHAT I DO:
- Design beautiful, on-brand proposal templates
- Set up e-signatures, approval workflows & payment collection
- Automate follow-up sequences
- Connect your tools: CRM Proposal Contract Invoice
- Zapier / Make (Integromat) automation setup
️ TOOLS I WORK WITH:
- PandaDoc
- Proposify
- Zapier & Make (Integromat)
- HubSpot, Notion, Airtable (CRM integrations)
- Stripe (payment collection)
RESULT:
- Branded, professional proposals that impress clients
- Automated workflows that save you hours every week
- Higher close rates trackable proposal analytics
- Fully documented system so your team can use it
IDEAL FOR:
Agencies, consultants, coaches, service businesses, freelancers who want to look more professional and close deals faster.
Message me first so I understand your current process and where automation will have the biggest impact
Delivery style preference
Please inform the freelancer of any preferences or concerns regarding the use of AI tools in the completion and/or delivery of your order.
Get to know Chakaly
Apps and websites built to work hard not just look good
- FromUnited Kingdom
- Member sinceMay 2026
Languages
English, Spanish, French, German
FAQ
Do I need an existing PandaDoc or Proposify account?
You'll need a subscription to whichever platform you choose. I'll recommend the right plan based on your needs.
Can you migrate my existing proposals into the new template?
Yes! If you have existing proposal content, I can reformat and redesign it into the new template.
What automations can you set up?
Examples include: auto-sending proposals when a deal reaches a stage in your CRM, notifying you when a client views/signs, auto-generating invoices after signing, and reminder follow-up sequences.
Do I need Zapier too?
Only if you want cross-app automation (e.g., connecting PandaDoc to your CRM or accounting tool). This is included in the Premium package.
How long before I start seeing results?
The template is ready in 3–7 days. Automation results (time saved, faster closes) are immediate from day one of use
