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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. Tap to see it full size.
  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. Tap to see it full size.
  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. Tap to see it full size.
  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. Tap to see it full size.
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