How to Create a Proposal
Proposals let you present your services and pricing to potential or existing clients in a professional format. You can create proposals, add line items, attach milestones, and share them via the Client Portal.
Step 1: Navigate to Proposals
Click "Proposals" in the sidebar under Sales, then click "New Proposal".
Step 2: Fill in Proposal Details
- Client (required): Select the client this proposal is for.
- Project (optional): Link to an existing project if applicable.
- Proposal Number: Auto-generated or manually entered.
- Date: The proposal date.
- Valid Until: Expiration date for the proposal.
- Subject/Title: A descriptive title for the proposal.
- Notes: Additional terms, scope description, or special conditions.
Step 3: Add Line Items
Add one or more line items describing your services:
- Description: What the item covers.
- Quantity: Hours, units, or count.
- Rate: Price per unit.
- Tax: Select a tax category if applicable.
- Milestone (optional): Link the item to a project milestone.
The subtotal, tax, and total are calculated automatically.
Step 4: Save the Proposal
Click "Create Proposal". The proposal is saved as a Draft. You can continue editing it before sending.
Tip:
You can duplicate an existing proposal from the proposals list to create a similar one for another client more quickly.