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How Do I Create a Proposal?
Create professional Proposals to win your customers over and win more bids.
Once you have Proposals Beta enabled, click into the Financials Tab on any Contact or Job to see a new section under Financials for Proposals.
There must be a saved Estimate in order to create a Proposal.
Creating a Proposal
- Navigate to the Financials tab on the Job or Contact you would like to create the Proposal for
- From the Financials tab, click the three-dot menu and select "Create Proposal".
- While viewing a saved Estimate, select the three-dot menu in the upper right-hand corner and choose "Create Proposal".
Rules applied to the Design Template in Settings and the Estimate Sections will apply to the simplified view of your Proposal.
From Financials:
- While in the Financials Tab of your Contact or Job, select the + Create Proposal button to get started.
Creating your Proposal:
- Company Location details will autofill to the top of the Proposal from the Location that the Contact or Job is assigned.
- The Contact or Job information will autofill to the Proposal Information fields, these fields can be customized and will update on the Proposal in real-time.
- Select a Cover Photo from your customers Contact/Job Photos or from the list of provided stock images .
- Include a saved Estimate from the dropdown menu.
- If starting from the Saved Estimate, the Estimate details will prepopulate to the Proposal.
- Choose one or more photos to include in your Proposal. You have the option to add a description for each photo.
- The photos that you add to the proposal will be displayed in the order that you selected them.
- Add PDF Documents to your Proposal from your Company Documents or from the Contact/Job Documents.
- Limit 10 documents up to 10mb.
- Documents can be viewed in line with the Proposal or as an attachment to the Proposal.
- Select whether or not you would like the recipient to explicitly acknowledge certain pages included with the Proposal before signing.
- If you choose to require a signature, the signature field can be toggled on to include a single signature to the Proposal.
View this article to create a Proposal on the Mobile App