Custom development / working local demo

Proposal builder

A proposal tool built around your process. Turn project details, deliverables and an estimate into a draft your client can actually follow.

Try Proposal Studio

A custom-development example. Sample amounts are fictional, not Humble Monkeys pricing.

01 / The working demo

Create a proposal

Draft for discussion. Fixed CAD currency. Everything runs locally. Scope, taxes, fees and schedule need separate agreement; this tool does not collect signatures, accept proposals or process payments.

YOUR WORKSPACECurrent workspace · saving is manual
Jump to preview
01 The people & project
02 Scope & deliverables

One deliverable per line. Up to 8 scope sections.

SECTION 01
SECTION 02
03 The estimate / CAD

Up to 20 lines. Quantity and price allow 2 decimal places. Maximum proposal total: CAD $1,000,000.

LINE 01
Line totalCAD $600.00
LINE 02
Line totalCAD $1,400.00
LINE 03
Line totalCAD $1,800.00

Tax is excluded from totals. The stored rate applies only when you enable estimated tax.

04 Timeline & assumptions

Use proposed weeks or explicit dates. Up to 12 milestones.

MILESTONE 01
MILESTONE 02
MILESTONE 03

Edits update the preview immediately. Save locally explicitly to keep a draft after leaving.

LIVE DOCUMENT PREVIEWDRAFT
Northline Creative / sample businessPROPOSAL / CAD

A PROPOSAL FOR Cedar & Co. / sample client

A clearer digital storefront

PREPARED BYNorthline Creative / sample businesshello@example.com
PREPARED FORCedar & Co. / sample clientteam@example.com
PROPOSAL DATE2026-10-01

Create a welcoming, accessible storefront that makes the collection easy to explore and gives the team a practical way to keep it current.

01 Scope of work

Discovery & direction

  • One discovery workshop
  • Content and navigation outline
  • Visual direction for review

Design & development

  • Five responsive page layouts
  • Catalogue browsing interface
  • Handover session and editing guide

02 Project estimate

Proposal line items in Canadian dollars
ItemQtyUnit / CADAmount / CAD
Discovery & content direction1$600.00$600.00
Responsive page design5$280.00$1,400.00
Development & handover1$1,800.00$1,800.00
Subtotal
CAD $3,800.00
Discount (5%)
−CAD $190.00
After discount
CAD $3,610.00
Estimated tax
Not included
Total excl. tax
CAD $3,610.00
Proposed deposit (30%)
CAD $1,083.00
Remaining balance
CAD $2,527.00

Line totals, discount, tax and deposit round individually to the nearest cent, half up. Tax is calculated after discount; deposit is a share of the total. Applicable taxes must be confirmed separately.

03 Proposed timeline

  1. Discovery & directionWeek 1 · after project agreement
  2. Design reviewWeeks 2–3
  3. Build & handoverWeeks 4–5 · subject to feedback

04 Assumptions & exclusions

Client supplies approved copy and imagery. Two consolidated rounds of design feedback. Hosting, domain and third-party fees are excluded. Timeline begins after scope, fees and schedule are agreed.

DRAFT FOR DISCUSSION / REQUIRES AGREEMENT

Scope, fees, taxes, timing and payment arrangements must be agreed separately. This draft is not an acceptance or a signed contract.

Back to editor

Exports use this preview. No proposal is sent to your client.

02 / Built around your business

Custom proposal tools

This demo is a starting point for a custom proposal workspace: your service structure, your document style, and the details your team needs before work begins.

Make it fit your process.

We can design and develop a tailored tool with reusable scope libraries, document layouts and workflow integrations, based on an agreed project brief. This local demo shows the core editing and calculation experience.

Discuss a proposal tool

Tell us how you prepare proposals today. We’ll scope a custom build around the work that matters.

Discuss a custom proposal tool