Creating Your First Proposal

Get your first proposal sent out in no time!

Cameron Jahn avatar
Written by Cameron Jahn
Updated over a week ago

What is a Proposal and how do I create one?

A proposal is the document you send to the client which lists the estimated costs of purchases and services provided. From the Proposals/Invoices tab within a specific project, select the Create New button and then Proposal to create a proposal. You can save for later or send a proposal out for approval or payment by clicking the actions button and selecting the corresponding behavior.

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