To help keep agency workflows centralized and running smoothly, business managers can submit a proposal on behalf of any agency member. They can also edit or withdraw all agency proposals, as well as accept or decline all offers. Agency members can also submit proposals themselves, which will be binding on the agency. All proposals will draw from the agency's collective Connects balance.
In order to do hourly contracts, you need to have a profile for each freelancer you assign to the project. For fixed-price contracts, you can submit your proposal with the Business Manager’s profile and then assign freelancers to work on the project as needed. Some clients prefer for you to let them know your agency members will be doing the work and to give them some information on the freelancer(s) that will be doing the work.
Note:
As of August 2024, you must have an active Agency Plus membership to submit proposals and accept offers, except for direct offers and invitations from Enterprise clients.
Frequently Asked Questions
Agencies generally have a number of team member accounts, so more than one person can take actions on behalf of the agency. Agency members with Business Manager permissions are able to respond to project invites or contracts.
Contracts with the agency are created at the individual freelancer profile level, even while agency contract earnings roll up to the agency.
Submitting a proposal is simply the start of a dialogue. You can request additional details from the client. You should speak with the client and work out the details before accepting a contract. You may even want to include some of the pertinent questions you have in the proposal itself to initiate the conversation (and state any assumptions you’ve made in creating your bid).
