Proposals & Invoices · Article 5.8
Templates and recurring proposals — automate the repetitive work
Save a proposal as a template to skip 80% of typing on the next one. Set up a recurring schedule for retainer-style work that reissues monthly, quarterly, or on any cadence you pick.
Once you've sent your first 3–5 proposals, patterns emerge: similar line items, similar payment terms, the same client cadence. Templates and recurring schedules let you encode those patterns so future proposals take 30 seconds instead of 10 minutes. They live in /templates and /recurring respectively, both under Settings.
Step by step
Save a template from any proposal.
From the proposal detail page (any status, including drafts), click
Save as templatein the Actions menu. Name it descriptively ("Monthly retainer", "Logo design package").Use a template.
Click
+ New proposal→ in step 1 of the wizard, pick fromStart from templatedropdown. Most fields auto-fill; pick the client and adjust dates.Set up a recurring schedule.
Open
/recurring→+ New schedule. Pick the client, pick the template, pick the cadence, pick a start date. Toggleauto_sendonly if you trust the cadence to stay stable.Pause or delete a schedule.
From
/recurring/{id}, toggleActiveoff to pause, orDeleteto remove. Deleting a schedule does not affect proposals already created by it.
Why this works this way
Templates are stored under your account, not per-client. A template captures the proposal shape: line items (description, quantity, rate, type), default payment terms, default deposit percentage, default language, default currency. It does not capture the client (who you address it to is decided fresh each time) or dates (start/end are project-specific). When you start a proposal from a template via the Start from template dropdown on step 1 of the wizard, all the captured fields auto-fill; you pick the client and adjust dates and click through to send.
Recurring schedules layer on top of templates. A recurring schedule has: a target client, a template to use, a cadence (weekly, biweekly, monthly, quarterly, custom interval in days), an active toggle, and an optional auto_send flag. The Celery scheduler runs daily at 09:00 UTC; for each active schedule whose next_run_at is <= now, it creates a fresh proposal from the template, addresses it to the client, sets dates relative to today (e.g., project_start = today, project_end = today + 30 days for a monthly retainer), and either:
- Drafts it (auto_send=false, default): you get a dashboard notification "1 recurring proposal ready for review". You open it, sanity-check, click Send.
- Sends it (auto_send=true): the proposal is created and sent immediately, the email goes out, the deposit invoice fires when the client signs. Use auto-send only for trusted retainer clients where you've agreed the cadence in advance.
After each run, next_run_at advances by the cadence interval. If the schedule was monthly and last ran 2026-04-15, the next run is 2026-05-15.
Auto-send considerations. With auto-send on, you cede manual review for that proposal. If your line items change (rate increase, new VAT regime, different scope), update the underlying template before the next run — otherwise the old shape goes out automatically. Many freelancers keep auto-send off and use the daily dashboard notification as a 30-second review step.
Troubleshooting
Keep reading
Proposals & Invoices
Anatomy of a proposal
A Clozo proposal is a single legal document with seven moving parts: title, line items, deposit split, payment terms, language, dates, and the metadata that drives VAT and signatures.
Quick Start
Send your first proposal
From an empty `New proposal` form to a green `Sent` badge on your dashboard, in under 10 minutes.
Proposals & Invoices
What you can change after `Send` — withdraw, resend, edit, amend
After clicking `Send`, the proposal becomes a legal artefact and many fields lock. The right action depends on whether the client has signed yet: withdraw before signing, amend after.