Learn all of the ins and outs of creating and using proposals on Ivy

Hidden Proposal Features (WEBINAR)

Everything you can do in the proposals section

Proposing on Ivy

Get your first proposal sent out in no time!

Create your own tear sheets for proposals and invoices

Choose the exact products and services you want to invoice at any given minute

Receiving and Applying retainers or credits to Invoices. Client Retainers. Client Deposits

Take partial payment on a proposal or invoice

How to handle credits and refunds from your vendors on a purchase order (PO)

Delete manually recorded payments (including applications of credits and retainers) on your documents!

Find answers and get help from Intercom Support and Community Experts

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