How to manage your agency proposals and offers

How do agency proposals and offers work?

Agency business managers can submit, edit, or withdraw proposals and accept or decline offers on behalf of any agency member. Agency members can also submit their own proposals. Either way, all proposals use the agency’s shared Connects.

How do I assign agency contracts to other freelancers as a business manager?
 

For hourly contracts:

• You need to already have an individual freelancer profile set up for each agency member you want to assign to a project
• Make sure you're using your agency account profile when submitting the proposal. If you're on your personal freelancer profile, even if you select to submit as the agency, the system will automatically assign the contract to you
   

For fixed-price contracts:

• You can submit the proposal using your business manager profile
• After the contract starts, you can assign specific freelancers to work on the project
• Some clients appreciate knowing which agency members will be involved, so it helps to mention them in your proposal

Why does an agency project invite or contract come to a freelancer account?

Even though contracts are with the agency, they’re tied to an individual freelancer’s profile for tracking work and communication. All earnings still roll up to the agency.

What if I don’t have enough information to price a project for an agency proposal?

That’s totally normal. Submitting a proposal opens the door to a conversation. You can:

• Ask questions in the proposal to get more clarity
• Share any assumptions you’ve made to build your estimate
• Chat with the client before accepting the contract

The key is to make the proposal a starting point, not a final quote.