Torckit — AI Workflow & Finance OS for Freelancers

From Client Meeting to Proposal in 5 Minutes Here’s How Torckit Does It

You just wrapped a discovery call with a new client.

They’re excited. You’re excited. The brief is clear in your head. You know exactly what you want to propose, what you’ll charge, and how long it’ll take.

And then you open a blank Google Doc.

And spend the next three hours writing.

By the time you hit send, half the energy from that call is gone. The client has moved on. And somewhere in that document, a scope detail got missed — which you’ll be reminded of six weeks later when they ask for “just one more revision.”

This is the part of freelancing nobody talks about. The part that happens after the meeting and before the work. The part that eats your evenings and leaves you underprotected.

Torckit was built to fix exactly this.

What the Proposal Builder Actually Does

Torckit’s Proposal Builder takes everything from your client meeting — the brief, the scope, the timeline, the budget — and turns it into a professional, interactive proposal. Not a PDF. Not a Word doc. A live link your client can open, read, comment on, add services to, and approve — right from their phone.

The whole thing takes about 5 minutes.

Here’s exactly how it works.

Step 1 — Tell Torckit About the Meeting

The moment you finish a client call, open Torckit and start a new proposal.

You have two ways to bring in the meeting:

Upload the recording. Drop in your Google Meet, Zoom, or phone recording. Torckit’s AI listens through it, pulls out the key details — client name, business context, what they need, the timeline they mentioned, the budget they hinted at — and uses all of that to start building the proposal. You don’t have to transcribe anything. You don’t have to take structured notes. Just talk to your client naturally on the call and let Torckit do the rest.

Type it in yourself. Didn’t record the call? No problem. There’s a free-text input where you describe the project in plain language — the way you’d explain it to a friend. Something like: “Meera runs a health snack brand in Pune, wants full brand identity, has a packaging shoot next month, budget around ₹35K, 3–4 weeks.” That’s enough. The AI takes your shorthand and turns it into a complete proposal.

Either way, you’re not writing a proposal. You’re just sharing what you already know.

Step 2 — The AI Builds the Proposal

This is where Torckit does the actual work.

Within a minute or two, the proposal comes together section by section:

Project overview — a short paragraph that sets the context. The client’s business, what they’re trying to achieve, and why this design project matters to that goal. Not generic. Specific to what came out of your meeting.

Scope of work — a clear, detailed list of exactly what you’re delivering. Every item starts with an action verb. “Design 3 logo concepts in 2 directions.” “Deliver final files in PNG, SVG, and PDF.” “Create a one-page brand guidelines document.” Nothing vague. Nothing open to interpretation.

What’s not included — this section is generated automatically alongside the scope, and it might be the most important one. Every scope item has an implied exclusion. Torckit surfaces them. “Packaging design is not included in this proposal.” “Website design is out of scope.” “Social media templates are not part of this project.” Put it in writing before the project starts, not after the dispute begins.

Timeline — broken into phases with working days, not calendar dates. Always anchored to: “Timeline begins after advance payment and receipt of all required inputs from client.” So if the client takes two weeks to send you their brand references, that delay doesn’t come out of your delivery window.

Investment — a clean pricing table. If you’re GST registered, it shows the base amount and the 18% GST separately. TDS is noted if your client is a company. Total payable in ₹ at the bottom. No ambiguity.

Payment terms — advance percentage required before work starts, shown as both a percentage and a rupee amount. What triggers the final payment. How the client pays (UPI or bank transfer).

Revision policy — exactly how many rounds are included and what counts as a revision versus a new direction request.

You review all of it. Edit anything that needs adjusting. Regenerate any section that missed the mark. Once it looks right, move on.

Step 3 — Add Your Services as Add-Ons

Here’s a feature that quietly makes you more money on every project.

Inside the proposal, there’s an add-on section. This is where you list additional services the client can choose to include — things that aren’t in the core scope but are natural extensions of the project.

For a brand identity proposal, that might look like:

• Brand guidelines document (extended) — ₹8,000

• Social media template set (6 layouts) — ₹6,000

• Email signature design — ₹2,500

• Letterhead and business card design — ₹4,000

• Pitch deck template — ₹12,000

The client sees these as checkboxes inside the proposal. They can select or deselect. When they check something, it gets added to the total automatically.

This does two things. First, it surfaces services the client didn’t know to ask for — but often wants when they see them laid out clearly. Second, it moves the upsell conversation out of a WhatsApp message and into the proposal itself, where it feels natural and professional instead of pushy.

Designers using this section consistently close 20–30% more per project than their stated base price — not because they negotiated harder, but because the client added on.

Step 4 — Send It as a Live Link

When the proposal is ready, you don’t export a PDF. You share a link.

Torckit generates a link that looks like torckit.com/p/abc123. That link is the proposal. The client opens it and gets a clean, professional, interactive document — not a static file, not something they have to download and open in a PDF viewer.

You share it three ways:

WhatsApp — Torckit pre-fills a WhatsApp message with the link. One tap and it’s sent. The client gets it exactly where they check everything else.

Email — send directly from Torckit. The email is clean and professional.

Copy link — paste it anywhere. In a DM, in an Instagram comment, wherever the conversation is happening.

The client doesn’t need to sign up for Torckit. They don’t need to create an account. They just open the link.

Step 5 — The Client Experiences Something Different

This is the moment most designers don’t realise is happening.

When your client opens a Torckit proposal, they’re not looking at a PDF. They’re inside a living document. They can scroll through every section. They can click on any part of the proposal and leave a comment — a question, a suggestion, a clarification they need. Those comments land in your Torckit dashboard and in your email.

If they want to add a service from your add-on section, they check the box and the total updates instantly.

When they’re ready, they hit Approve — they type their name, and that’s it. That action is timestamped. Their name, the time of approval, and their IP address are recorded. Both of you receive an email confirmation. The proposal is now a legally documented agreement, not a WhatsApp “yes confirmed.”

You know the moment they open the link. You know when they’ve read through every section. You know when they’ve left a comment. You know when they’ve approved. You’re not checking WhatsApp every hour wondering if they’ve looked at it yet.

What This Looks Like End to End

A client call ends at 4pm on a Tuesday.

By 4:15pm, you’ve uploaded the recording to Torckit and the proposal is generating.

By 4:30pm, you’ve reviewed it, added two add-ons (social media templates and extended brand guidelines), and sent the WhatsApp link.

By 4:31pm, the client gets the link.

By Wednesday morning, they’ve opened it, added the social media template add-on, and approved. You get the email notification. The project is confirmed. You generate the advance invoice — pre-filled from the proposal — and send it before lunch.

By Wednesday afternoon, you’re paid and have started the brief.

That is what the proposal-to-payment flow looks like when it’s not broken.

Why This Actually Matters

The proposal isn’t admin. The proposal is where your project is either set up to go well or set up to go badly.

A proposal that’s vague about scope leads to scope creep. A proposal that doesn’t state a revision limit leads to endless revisions. A proposal that lives in a WhatsApp chat gives you no protection when the client disputes what was agreed. A proposal that’s never formally approved means you have no proof the client said yes.

Torckit doesn’t just make proposals faster. It makes them work the way they should — as a professional document that protects you, sets clear expectations, and makes the client feel like they’re working with someone who runs a real business.

Because you are.