Proposals

Proposals

Create impressive business proposals with rich content, sections and line items — and send to clients for approval.

Creating a Proposal

1. Go to Finance > Proposals and click "New Proposal"
2. Select a customer and add a cover letter
3. Add rich content sections with the text editor
4. Add a line items table with pricing
5. Save and send to the client

Client Approval

The client receives a link to view the proposal and can accept or decline. You get notified on every status change.

Convert to Estimate

An approved proposal can be automatically converted to an official estimate with one click.