Creating Proposals

This article will walk you through the basic steps to create a proposal.

Once you have created an item or group of items you wish to propose to a client, follow these simple steps to get started.

Step 1.

From the navigation bar:

Select “Projects”
Select “Items”

Step 2.

Filter the Item results for the "Client/Project" you wish to create a Proposal for:

Select the 'Client/Project' from the filter drop down.

Step 3.

Find & Select the Item(s) you wish to propose:

Select the item or items using the the checkbox labeled "Select Item"

Step 4.

Click "Create Proposal" button
- The new Proposal should appear on screen.
- The 'Proposal Description' field is available for additional information, this will appear on your proposal listing page.
'Save'

Viewing & Editing Proposals:

For more information about editing and viewing this proposal, click HERE.

Pro Tip: To easily create an invoice from the same proposal:

Select the Client/Project from the drop-down menu at the top of the items screen
Enter the proposal # in the search bar.
Now you can select the individual items from the Proposal or simply click "Select All" and then click "Create Invoice". Click here for our help guide on Creating Invoices.

Tip: Don't forget, if you need to display or hide certain Proposal details, such as markup or other costs, be sure to check your Print Defaults settings HERE.