Run Your Freelance Business Through Your Wix Website: Creating Quotes, Invoices, Proposals, and Managing Clients Without Extra Software
- Josie Proto
- 20 minutes ago
- 3 min read
Introduction: Your Website Isn't Just a Website
Most freelancers build a website and then immediately start paying for four more platforms:
A proposal tool
An invoicing app
A client tracking system
But if you're building your site with Wix, you actually already have everything you need to run the operations side of your freelance business — with zero extra cost (or complexity).
This guide will show you how to:
Create professional quotes directly inside Wix
Convert quotes into invoices
Send proposals with Wix Proposals by Prospero (bonus if you upgrade)
Automate key processes (like invoicing and reminders)
1. Creating Price Quotes Inside Wix
Wix Price Quotes lets you send formal, professional quotes — perfect for freelancers who want to get clear agreements before starting work.
How to Create a Quote:
From your Wix Dashboard, go to Customer Management → Price Quotes.
Click New Quote.
Choose an existing contact, or add a new client.
Add services or project items (custom descriptions allowed).
Set an expiration date if you want (optional, but smart).
Send the quote via email, or share the link manually.
💡 Pro Tip: You can also add optional taxes, discounts, or deposits inside the quote settings.
Full Tutorial:
2. Turning Approved Quotes Into Invoices
Once a client accepts your quote, you don't need to start over.
To Create an Invoice from a Quote:
Open the approved quote.
Click Create Invoice.
Review/edit if needed.
Click Send Invoice.
Wix automatically links the two documents for tracking and keeps you updated on payment status.
Extra Features:
Add due dates.
Set partial payments (deposits).
Apply taxes if needed.
Add optional line-item notes.
Full Tutorial:
3. Building Full Proposals with Wix Proposals by Prospero for your Freelance Business
If you want to step up from basic quotes to full formal proposals (with cover pages, cost breakdowns, and custom branding), Wix now offers an integration called Wix Proposals by Prospero.
Important: You need a paid Wix plan to send Proposals.
How to Create a Proposal:
From your Dashboard, go to Proposals.
Click Create Proposal.
Add a client/contact.
Set payment schedule (one-time, installments).
Add catalog items or custom items.
Select a template (cover, cost, payment schedule, terms, signature).
Customize colors, fonts, layout (drag-and-drop editor).
Preview, save, and share via email or link.
💡 Fun fact: You can automate invoices based on accepted proposals!
Full Tutorial:
4. Managing Customers and Leads (Built-In CRM)
Wix also includes free CRM (Customer Relationship Management) tools.
Key CRM Features You Can Use:
Customer Cards: Contact info, project notes, history.
Labels: Organize leads ("New Lead", "Proposal Sent", "In Progress", "Completed").
Automations: Trigger emails or internal tasks (e.g., "Send thank you after inquiry").
Where to Access CRM:
Dashboard → Customer Management → Contacts
You can track every lead from first inquiry to completed invoice without paying for anything extra.
More Details:
5. Automations: Save Even More Time
Once you get quotes, invoices, or proposals going, you can automate:
Send a thank-you email when a form is submitted
Send invoice reminders automatically
Move a lead to a new stage when a quote is accepted
Send onboarding materials after proposal acceptance
Resource:
📚 Full Resource Hub (Direct Links)
🧠 Final Thought
Your Wix site can be so much more than just an online portfolio.
With the tools already available (most of them free!), you can quote, invoice, propose, and manage your freelance projects — all from the same platform.
Simpler setup = fewer logins = less chaos.
Focus on doing the work you love — not juggling admin systems.
If you need me to implement any of this, just let me know!
My name is Josie Proto.
I am a freelance graphic designer who helps small businesses and other freelancers have cool brands.
Get in touch or book a meeting with me using the button below:
Comments