Proposal and Budget in One Place: Make It Easy for Your Client to Understand and Decide Faster!
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2 min read
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Don’t you always end up preparing several extra documents before sending a proposal to a client? First, an introductory text. Then a presentation. Then a pricing table… You have to attach them to an email—sometimes even send them separately. And then your client has to open each one, read through them, and try to connect the dots. But why make it so complicated?
With Ivently, you can present your proposal and budget in a single document. Start with your service or venue introduction, then add a detailed pricing table—either as one complete summary or as smaller budget tables beneath each alternative option you offer. See an example here.
This way, your client can review your service or venue in full detail and see the relevant pricing—all in the same place. No more juggling between multiple files. Instead of switching back and forth between PDFs, presentations, and spreadsheets, your client can view everything clearly in one unified document. It speeds up their decision-making process because the information they need is immediately accessible.
Thanks to ivently’s smart budget tables, you don’t need to worry about building formulas for calculations. Currencies, taxes, and discounts are all calculated automatically. It’s easy for you to prepare and even easier for your client to understand. You can present all details clearly and transparently, helping your client grasp the offer at a glance—without struggling with complex spreadsheets.
And let’s be honest: traditional budget tables often don’t work well on mobile. They require additional apps, don’t fit the screen, or become unreadable—forcing your client to scroll side to side just to make sense of the numbers. But today, everyone checks everything on their phone. Ivently’s smart budget tables adapt perfectly to every screen.
So when your client opens the proposal on their phone, they see everything—clearly and completely—without needing to zoom in, download anything, or adjust their screen. Your entire proposal, including the budget, looks flawless on every device.
And what happens when you need to revise a proposal or update pricing the old-fashioned way? You create a new file, send another email, and hope your client can figure out which version is current. Confusion is almost inevitable.
Ivently eliminates that chaos. When you update a document, you can deactivate previous versions—so your client only sees the most up-to-date, valid proposal. No more multiple versions floating around. No misunderstandings.
Discover Ivently and start sending proposals that are more professional, clearer, and easier to understand.