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Creating a Proposal
Proposals are built using a 6-step wizard. Each step is saved automatically as a draft, so you can close and return at any time without losing your work.
Click New Proposal from the dashboard or the Proposals list to start.
Step 1 — Basics
Set the foundations of your proposal.
| Field | Notes |
|---|---|
| Title | The internal and client-facing name for this proposal. |
| Client | Select an existing client or create a new one inline. |
| Categories | Tag the project type (Branding, Web, Mobile, etc.). Multiple allowed. |
| Valid from / until | The date range during which the client can accept. After the end date, the proposal shows as Expired. |
Step 2 — Pricing
Define what you're charging.
- Add line items — each has a description, quantity, and unit price.
- Omako calculates the subtotal and total automatically.
- You can add a discount (flat or percentage) and see the net total update in real time.
- Select your pricing model: Fixed, Hourly, or Retainer.
TIP
You can reorder line items by dragging them up or down.
Step 3 — Milestones
Break the project into deliverable phases.
- Add milestones with a title, description, and due date.
- Each milestone can have sub-milestones for granular tracking.
- Set a payment percentage per milestone — Omako ensures they add up to 100%.
- Click Suggest with Omi to have the AI generate milestone suggestions based on your project type and budget.
Step 4 — Scope & Terms
Define boundaries and payment expectations.
| Field | Notes |
|---|---|
| Project scope | What is included in the project. |
| Exclusions | What is explicitly not included. |
| Revision policy | Choose: a fixed number of rounds, unlimited revisions, or revisions by scope. |
| Payment terms | e.g. 50% upfront, 50% on completion |
| Client dependencies | Items the client must provide (e.g. copy, photos, brand assets). |
Step 5 — Legal Clauses
Add standard legal protections. Omako includes common clause templates you can enable with one click:
- Liability limitation — caps your liability to the project fee
- IP ownership — transfers IP to the client only on full payment
- Late payment interest — charges interest on overdue invoices
- Kill fee — protects you if the client cancels mid-project
- Dispute resolution — defines how disputes will be handled
You can edit the text of any clause or add custom clauses.
Step 6 — Review
See the full proposal as it will appear to the client. Check every section before creating or sending.
- Click Back to edit any step.
- Click Create proposal to save it as a draft.
- Click Create & send to save and immediately share with the client.
Auto-Save
Omako saves your progress automatically as you move between steps. If you close the browser mid-way, your draft will be waiting when you return.
Duplicating a Proposal
To reuse an existing proposal as a template, open the proposal and click Duplicate. A new draft is created with all the same content, ready for you to edit.