How Do I Create a Proposal?

• Create Proposals
  • Proposal Details
  • Add a Section
  • Proposal Settings
  • Save or Send Proposals
• Accept Proposals
• Convert Proposals
• FAQs

Create Proposals

1. Go to the Estimates section
2. Click on the Create New.. button
3. Select Proposal, or Create from Recent...

From here, you can customize your new Proposal by going through each section below:

Proposal Details

• Business, Client, and Proposal Details - Choose a Client and if needed, modify the Proposal Date, the Proposal Number and include a Reference Field with the steps here
• Add a Line - To outline the cost for your goods and services, click on the Add a Line button, and add Items, Services and Taxes with the steps here
• Subtotal Area, Notes, and Terms
  • Add a Discount - Reduce the Proposal's total by applying an amount or percentage-based discount
  • Notes - Notes are unique to each Proposal and will not be remembered for next time, this is useful for any comments, details and temporary information applicable to this specific Client only
  • Terms - Terms are remembered from the last Proposal created, this is useful for terms of service, contractual obligations or payment instructions that is applicable to all Clients. If you need to change your Terms, ensure your updated Terms are on your most recently created Proposal
  • Attachments - Click on Add an attachment and upload any files (images, pdfs, csvs, spreadsheets, etc up to 30MB each) you'd like to share with your Client on individual Proposals only. These files will also be included if you download the Proposal as a PDF
    
    

• Hover over the left of any line item or section, click and hold down the three lines icon to drag and rearrange the order of your line items and sections
  
  
• Hover over the right of any line item and click on the trash can icon to delete that line item
  
  

Add A Section

1. Above the Pricing header, click on the Add a Section link
   
   
2. Choose between Blank Section, Overview, Scope of Work, or Timeline for your section's heading
3. The new section will appear and you can customize this section with any of the following:
   
   
   
   
   1. Rich Text Formatting - Bold, Italic, Underline, Numbered List, Unordered List
   2. Insert Image - Upload PNG, JPEG or GIF files up to 50MB each

Proposal Settings

• Require e-Signature - Request your Client to electronically sign the Proposal before beginning work; click on this, check off the box next and click Done to enable. This adds a new line at the bottom of your Proposal: 
  
  
  
  
  
  This will require your Client (Primary Client only) to click on the Accept button and sign before they can accept the Proposal:
  
  
  
  Once the Proposal is signed, no further edits can be made unless you copy the Proposal and make a new one instead.
  
  
• Customize Proposal Style - Change the template, logo or banner, color and font with the steps here

• Currency & Language - Update your Client’s Currency or Language with the steps here

Save or Send Proposals

• If the Proposal is new, this will save as a Draft
• If it’s an existing Proposal, it will save only the updated information, the status remains the same

1. In the To: field, the Primary Client's email is automatically checked off as a sender, along with any Secondary Contacts you’ve sent to on a recent Invoice, Estimate or Proposal (see details here)
2. If needed, check off any additional Contacts' emails to send the Proposal to
3. Personalize the email to your Client as needed
4. Click on the Send Proposal button and you’ll be taken back to the Estimates section. The Proposal will be marked as Sent.

Accept Proposals

The Client's view of the Proposal will look similar to below:

To Accept a Proposal yourself, you can use the steps below:

1. Go to the Estimates section
2. Check the box off next to a Proposal that has not been Accepted yet
3. Click on the Actions button
4. Select Accept and the Proposal will now be marked as Accepted.

Convert Proposals

Convert to Invoice

1. Go to the Estimates section
2. Click on the Proposal you want to convert
3. Then click on the More Actions button
4. Select Convert to Invoice
   
5. Continue with editing the Invoice as needed with the How Do I Create an Invoice? steps here, and click Save to save the Invoice as a Draft, or click Send To to email it to your Client.

Convert to Project or Assign to Project

1. Go to the Estimates section
2. Click on the Proposal you want to convert
3. Then click on the More Actions button
4. If the Project doesn't exist yet, select Convert to Project
   
   
   
   
   1. For the Project Type, choose between Hourly Project or Flat Rate Project
      
      
      
      
   2. Click on the Create Project button
   3. Continue with editing the Project as needed with the What Are Projects? steps here, and click Save to finish
5. If the Project already exists, select Assign to Project
   
   
   
   
   1. In the Choose Project field, type the Project name or search for the Project in the list, then select the Project
      
      
   2. Click on the Save button to finish and the Proposal will be linked to the Project, including in the Project Overview.

FAQs

• Accept - Mark the Proposal as Accepted
• Send by Email - Send or resend the Proposal by email
• Convert to Invoice - Convert the Proposal into an Invoice to bill to a Client
• Convert to Project - Convert the Proposal into a Project with any Services on the Proposal automatically assigned to the Project
• Duplicate - Copy the Proposal and modify as needed for the same Client or for a different Client
• Print - Print the Proposal
• Download PDF - Download the Proposal as a PDF file
• Archive - Move the Proposal into your list of archived Proposals
• Delete - Delete the Proposal

• Edit - Click on the pencil icon and you’ll be taken to the edit view of the Proposal where you can adjust and save afterwards
• Duplicate - Click on the two papers icon to quickly copy your existing Proposal and modify as needed
• Archive - Click on the box icon to move the Proposal to your Archived Proposals list
• More Actions - Click on the three dots icon to access additional options like:
  • Accept - Click on the checkmark icon to mark your Proposal as Accepted
  • Convert to Invoice - Click on the invoice icon to convert your Proposal into an Invoice to bill to the Client
  • Download PDF - Click on the down arrow icon to download the Proposal as a PDF file
  • Delete - Click on the trash can icon to delete the Proposal. You can view all deleted Proposal by clicking on the deleted link at the bottom of the list

1. Go to the Estimates section
2. Check the box off next to the Proposal you want to unaccept
3. Click on Actions
4. Then select Duplicate
5. Save/send the duplicated Proposal as needed
6. In the Estimates section, check the box off next to the original Proposal
7. Click on Actions
8. Then select Delete to delete the original accepted Proposal.