#Proposals

Proposals are formal documents used to pitch your services to a prospective client. Use them to outline the scope of work, pricing, and terms before a project begins.

#Creating a Proposal

1. Go to Business Engagement → Proposals
2. Click New Proposal
3. Fill in the proposal details
4. Save and share with the client

#Managing Proposals

From the Proposals list you can:

• View a proposal to see its full details
• Edit a proposal to update content or pricing
• Duplicate a proposal to use it as a template for a new one
• Delete a proposal (moves to Trash)

#Tips

• Use the Duplicate action to create proposal templates for common service types — adjust the details for each client rather than starting from scratch
• Link proposals to Deals to track them as part of your sales pipeline
• When a proposal is accepted, create an Invoice to begin billing