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      How do I create a Proposal?

      Proposals are more detailed Estimates that enable you to add rich text content and images to your Estimates, making it easy to showcase the value you bring to prospective clients. Proposals also give you the benefits of Estimates, which allow you to send an outline of your Items or Services to your Client for approval before beginning the work, giving you the best of both worlds.

      Proposals are available on the Plus and Premium plans only.



      Create Proposals

      Making a new Proposal is similar to making a new Estimate, with rich text content and image options added. Use these steps below:

      1. Go to the Estimates section
      2. Click on the Create New... button
      3. Select Proposal
        New proposal button.
      4. This will take you to the New Proposal screen.
        New proposal screen.

      Each section of the Proposal is broken down into detail in the below sections.

      Proposal Content

      • Prepared For - You can specify your Client here.
      • Proposal Date - Automatically sets to today's date, or you can change it to a different date.
      • Proposal Number - A unique number to identify the Proposal. You can create your own Proposal number using alphanumeric characters (both letters and numbers).
      • Sections (Overview, Scope of Work and Timeline) - These are optional sections that are rich text formatting capable. You can bold, italicize or underline text as well as add bulleted or numbered lists and insert images (PNG, JPEG and GIF files up to 50MB each). To delete a section, hover over it and click on the trash can icon next to it. You can also add more sections above or below the Pricing area with the Add a section link.
      • Pricing - This includes Description, Rate, Qty, Line Total, where you can quote the Items or Time for your Client. To add Tax to your Proposal on the items, refer to this article.
      • Notes - Add a summary, notes or bank transfer details (optional) to the Proposal.
      • Terms - Include your standard payment terms like bank transfer details or a PayPal email so your Clients know when and how they can pay! This is remembered for future Proposals based on your most recent Proposal's Terms.
      • Add Attachments - At the very bottom of your Proposal, upload any files (images, pdfs, csvs, spreadsheets, etc up to 50MB each) you'd like to share with your Client here. These files will also be included if you download the Invoice as a PDF



      Customize Proposal Style

      • Template - You can choose between Simple or Modern, for the option of having a logo in a corner, or a wide banner across the top of your Proposal.
      • Theme Color - This will change the color of your headings (e.g., Description, Rate, Proposal Number). It will also change the banner color at the top of your Proposal on the Modern template.
      • Font - You can choose between Helvetica (Modern) and Garamond (Classic).

      For the Client

      Once a Client is selected, this section appears:

      • Currency & Language - Here you're able to change the currency or language (either English or French) of the Proposal.


      Require e-Signature

      e-Signatures are useful if you need to require your Client’s signature on your Proposal before beginning work. Use the below steps to enable e-Signatures:

      1. Under Settings, click on Require e-Signature
        Require e-signature option.
      2. Check the box off
        Check off to enable e-signature box.
      3. Click on Done.

      This will add a new line at the bottom corner of your Proposal.Client area where signature goes.
      This will require your Client (Primary Client only) to click on the Accept button and sign before they can accept the Proposal:
      Example of signature filled out on proposal.

      Once the Proposal is signed, no further edits can be made unless you copy the Proposal and make a new one instead.


      Save and Send Proposals

      Once the Proposal looks the way you want it, you can either click on:

      • Save - This saves as a draft if you're not quite finished working on it.
      • Send To - An email preview comes up where you can easily change or add more email addresses and personalize the email for your Client.

      Once saved/sent, you'll be taken back to the Estimates section.


      Accept Proposals

      When you send a Proposal to your Client, they receive an email with a link to the Proposal and a button to Accept it with a single click.

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

      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.

      Note: If you have e-Signatures enabled on your Proposal, the Client needs to click on the Accept button first, then sign it, before it can be accepted by you or the Client.


      You can also add comments to a Proposal. Just click on the header above the Proposal, and scroll to the bottom to type a comment. This will send your Client an email with this new comment.

      Comments on a proposal.


      Convert Proposals to Invoices

      Once the Proposal has been reviewed by your Client, save time by instantly converting it to an Invoice. Here's how:

      1. With the Proposal open, click on the More Actions button
      2. Click on Convert to Invoice
        Convert Proposal to an Invoice button.
      3. You will be taken to the New Invoice page, and you can finish building the rest of your Invoice
      4. Click Save (to save as a Draft) or click Send To to email it to your Client.



      How do I manage my Proposals?

      When viewing any specific Proposal, you can click on More Actions and select any of the following:

      • 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
      • 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


      From the Estimates section, hover over any Proposal to quickly perform any of these actions: 

      Quick actions bar with four buttons over a Proposal row.

      • 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


      How do I unaccept a Proposal? 
      If a Proposal was mistakenly accepted, you'll need to duplicate the Proposal and delete the original one. Use the below steps:

      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.


      What happens to my Proposals that I created during my trial or before I downgraded?

      If you've created Proposals while on trial or downgraded to a plan that doesn't have Proposals included, you'll still be able to view and edit only your existing Proposals. 

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