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.
Making a new Proposal is similar to making a new Estimate, with rich text content and image options added. Use these steps below to make one on iOS:
Once logged into your account, tap on More at the bottom
Then tap on Estimates
Next, tap on the + symbol (top right corner)
Tap on the Proposal option
Create your Proposal as usual with a Client, Proposal date, description, line entries, etc
Tap on Add a Section to add additional sections above or below the Pricing section that are rich text formatting capable, and choose between a Blank Section, Overview, Scope of Work or Timeline)
When you're done, tap on Save at the top right corner
Feel free to tap on the Paper Plane symbol (in top right corner) to send the Proposal by email, or you can hit the Arrow symbol (top left corner) to return to the Estimates page. Your created Proposal will be saved as a draft.
In the Estimates section, you can also check the status of your Proposals to see whether your Clients have viewed or accepted a Proposal yet:
Accept a Proposal
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. This allows the Client to confirm your quote so you can start invoicing them.
To Accept a Proposal yourself, you can use the below steps:
Tap on the Estimates icon at the bottom
Tap on the Proposal you want to mark as Accepted
Tap on the ... symbol at the top
Select Accept and the Proposal will now be marked as Accepted.
Convert Proposals Into Invoices
Once the Proposal has been reviewed by your Client, converting it into an Invoice is easy:
Tap on the Estimates icon at the bottom
Tap on the Proposal you want to convert into an Invoice
Tap on the ... symbol at the top
Select Convert to Invoice and resume with editing the Invoice as needed.
Manage Proposals
In the Estimates section, you can see your list of Estimates / Proposals. To sort them, tap on the up and down arrows to sort in ascending or descending order, or tap on the Sorted By bar above the list of Proposals / Estimates and select either:
Client
Estimate / Proposal Number
Status
Amount
Estimate / Proposal Date
Last Updated
Tap on any Proposal to access additional options:
More (...)
Accept - Mark the Proposal as Accepted
Convert to Invoice - Convert the Proposal into an Invoice
Delete - Move this Proposal to the Deleted section
Share as PDF - Send the Proposal as a PDF through any app on your phone
Duplicate - Copy your existing Proposal into a brand new Proposal
Send Proposal - Tap on the paper plane icon to send the Proposal by email
Edit - Tap on the pencil icon to edit the Proposal
Comments & History - Tap on the chat bubbles icon view the history of the Proposal, including comments, and to send a comment of your own to the Client
