Proposals you can format, PDFs worth sending

A proposal is often the first document a client reads with their checkbook open. It should look the part.

Proposal sections now use a true rich-text editor. Format your Scope of Work with nested bullet and numbered lists, bold and italics, links, and intentional spacing. A clean inline toolbar appears only when you select text, so the page stays calm while you write.

Everything you format now carries into the PDF exactly as you wrote it. We rebuilt the export from the ground up: tighter typography, considered margins, crisp section headers, and a single light rule color throughout. Optional add-ons read clearly, line breaks hold, and the whole document feels like it came from a studio that sweats the details, because it did.

A polished proposal is only half the story, though. The best document is the one that moves the project forward on its own.

So the moment a client accepts, Tailor takes the next steps for you. It reads the proposal and drafts the agreement automatically, carrying the phases over from your Timeline and the scope from your Scope of Work. It builds a draft invoice from the exact line items the client selected, deposit schedule included. And if the proposal was not already tied to a project, Tailor spins one up and assigns it to the client.

Everything lands as a draft, ready for review. Your team gets an instant heads-up, opens the agreement, makes any final edits, and sends it for signature. The busywork of turning a yes into a signed contract and a live project simply disappears, and you keep full control of what goes out the door.

This is the agentic workflow Tailor is built on: you do the creative thinking, and the system handles the handoffs. One accepted proposal, and the agreement, invoice, and project are already waiting for you.

Rich-text proposals, the redesigned PDF, and automatic agreement drafting are live for everyone. Open a proposal, format a section, and send it to watch the whole flow.