How to Create a Proposal

Flextribe makes it simple and structured to create proposals—whether you start from the Proposal page or directly from a Client Agreement.

When creating a new proposal, you’ll be guided through an easy step-by-step flow designed to capture all the necessary information.

📋 Step-by-Step: Creating a Proposal

1️⃣ Choose Customer and Client Agreement

Start by selecting:

• The Client

• The Client Agreement the proposal relates to

📌 Note:
The Client Agreement you select will determine the remaining flow, including available Subareas, pricing options, and any predefined setup.

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2️⃣ Sharing (If Distributing to Suppliers)

Next, you’ll be asked:

Will this proposal be distributed to suppliers?

• Select Yes or No

• If Yes, two additional steps will be added to your proposal flow for supplier distribution.

📖 Learn more about distributing proposals to partners →

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3️⃣ Fill Out Proposal Details

We’ve kept it simple, focusing on the most important data points:

• Title

• Workplace (location)

• Task Duration

• Option for Extension

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4️⃣ Add a Description

You have the option to:

• ✍️ Write a brief description of the assignment

• 📎 Upload any relevant files or documents

📌 Note:
If you are not distributing the proposal to suppliers, this step is optional.

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5️⃣ Set Deadlines

To ensure smooth coordination, we ask for two deadlines:

• Customer Deadline – When you need to deliver the proposal to the client

• Internal Deadline – When your team needs to finalize resource allocation

📌 Tip:
Setting clear deadlines helps prioritize tasks across multiple ongoing proposals.

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6️⃣ Select Prices (If Applicable)

If the Client Agreement includes Subareas and specific pricing, you’ll need to:

• Select the appropriate Subarea

• Confirm the agreed price

📌 Note:
If the Client Agreement is based on free pricing, this step will be skipped automatically.

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7️⃣ Review Summary

Before finalizing, you’ll see a full Summary Page where you can:

• Double-check all entered details

• Make any necessary edits before submission

This ensures your proposal is complete and accurate before it’s shared internally or externally.

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✅ Key Benefits of Flextribe’s Proposal Flow

• Step-by-step guidance for easier proposal creation

• Full control over client and supplier engagement

• Consistent structure across all proposals

• Flexibility based on your specific client agreements