3-step workflow

From call notes to proposal — in under 30 seconds

Quotely is the fastest way for freelancers and consultants to turn discovery call notes into a polished proposal package. No templates. No fussing with formatting. Just paste, generate, and send.

1. 01

   Paste your call notes

   After your discovery call, paste your raw notes — bullet points, rough sentences, or a transcript excerpt — into Quotely. No formatting needed. Write the way you actually take notes.

   ↳ Works with any format: bullets, paragraphs, timestamps, shorthand.

2. 02

   Click Generate

   Hit Generate drafts. Quotely's AI reads your notes and produces a full proposal package in under 30 seconds. No templates to fill, no prompt engineering required.

   ↳ Powered by Claude — the same AI used by leading professional services teams.

3. 03

   Get your proposal package

   You receive four ready-to-send documents: a proposal draft, a scope outline, a client recap email, and a follow-up email. Edit, copy, and send — or regenerate individual sections with a single click.

   ↳ All four outputs delivered at once. Copy to clipboard with one click.

What you get with every generation

• Proposal Draft

  Structured proposal with context, scope, deliverables, and pricing framing

• Scope Outline

  Bullet-point scope of work ready to drop into a contract or SOW

• Recap Email

  Professional summary of the call to send the client immediately after

• Follow-Up Email

  A warm, timely follow-up to send a few days later if you haven't heard back

Built for freelancers and consultants

If you run discovery calls with clients — whether you're a freelance designer, a marketing consultant, a web agency, a coach, or any other independent professional — Quotely saves you 1–2 hours of post-call document work every single time.

• ✓Freelance web designers and developers
• ✓Marketing and growth consultants
• ✓Business strategy advisors
• ✓Brand and creative agencies
• ✓Coaches and independent consultants

Try it free — no credit card needed

3 proposal packages per month, free forever. Upgrade when you need more.