Question: Can you recommend a platform that automates tasks like proposal generation and invoice creation for freelancers?

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oto

If you're a freelancer who wants to automate things like proposal generation and invoicing, oto is a good option. It's an all-in-one financial management service that can automatically generate proposals, contracts and invoices based on logged time. It's got features like AI-generated proposals, lawyer-vetted contracts and live time tracking, too. It also has tools for expense tracking and client management, so it's a good option for freelancers.

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workifAI

Another tool worth checking out is workifAI, which focuses specifically on proposal automation. It lets you generate smart proposals based on calls or notes with clients, estimate project length and manage clients with AI-generated emails. It's designed to free up time and increase revenue, and workifAI offers a personalized AI model that learns from each project to help freelancers get a better handle on their work.

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Proposal Genie

Proposal Genie is another good option, especially if you're not a fan of writing proposals. It uses AI to generate proposals tailored to freelancers, giving you more time to focus on other things and increasing the likelihood you'll get hired. It's got features like customization, a centralized dashboard and expert feedback to help you refine your proposal creation.

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Zapier

If you're looking for a more general-purpose workflow automation tool, Zapier is a powerful system that connects to more than 7,000 apps. You can automate everything from lead tracking to sales pipeline management to project management without having to write any code. That makes Zapier a good option for freelancers who want to automate a lot of different parts of their business.

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