Proposals are more detailed estimates that allow 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 a proposal on iOS:
Once logged into your account, tap on More at the bottom
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
Then tap on the paper plane icon in the top right corner to send the proposal by email, or tap on the arrow icon in the 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 review 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 the proposal. Only the primary client can accept a proposal when viewing the proposal.
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, use these steps to convert it into an invoice:
Tap on the Estimates icon at the bottom
Tap on the proposal you want to convert into an invoice
In the Estimates section, you can review your list of estimates and 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 and 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
