Skip to main content

Send a proposal

4 steps, in the order you do them.

Follow it on screen.

  1. 1

    Open New proposal

    Build the options the customer will choose between.

    Where to find it: Open New proposal — the arrow points at the control
    The real screen — the arrow marks the control.
  2. 2

    Pick the customer

    The name you pick fills the proposal title for you.

    Where to find it: Pick the customer — the arrow points at the control
    The real screen — the arrow marks the control.
  3. 3

    Choose the package

    The preset fills the scope, warranty and payment terms.

    Where to find it: Choose the package — the arrow points at the control
    The real screen — the arrow marks the control.
  4. 4

    Create the proposal

    It opens as a draft you price first and send from the proposal itself.

    Where to find it: Create the proposal — the arrow points at the control
    The real screen — the arrow marks the control.
More about what this doesSend a proposalKeep goingAll walkthroughs