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Steps to create a proposal

Step 1: After creating an estimate/quotation, please click on the “Create proposal” button as shown in the screen shot below.

create proposal

Step 2: From the drop-down please choose relevant template for your business.

choose proposal template

Step 3: Make required edits to the proposal and check all the sections.

make edits to the proposal

Step 4: After thoroughly checking the proposal, click on the “generate proposal” button to create the proposal

view proposal

Step 5: Here, you can view the created proposal by clicking on “click here to view proposal” link as shown in the screen shot below. You can also email the proposal to your client by clicking on “send” button.

email proposal

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