Proposals allow you to present structured work, scope, and pricing information to your customers in a clear, professional format.

Unlike estimates or invoices, proposals are designed to explain and sell the work, not just list costs.

How Proposals Differ

A proposal:

• Focuses on structured content sections
• Provides context and explanation
• Can still include pricing where needed
• Is typically used earlier in the sales process

Creating a New Proposal

To create a proposal:

1. Go to Documents
2. Click Create New
3. Select Proposal
4. Choose a customer
5. (Optional) Select a proposal template

Using a Template

If you select a template:

• Sections will be automatically added to your proposal
• You can edit, remove, or reorder them as needed

If you don’t use a template:

• You can manually add sections from scratch

Adding Sections

Each proposal is made up of sections.

For each section:

• Enter a title
• Add your content/description

Typical sections might include:

• Introduction
• Scope of Work
• Timeline
• Pricing
• Terms

You can:

• Add multiple sections
• Reorder sections
• Edit content at any time before sending

Pricing in Proposals

Proposals can include pricing, but it is:

• Flexible, not strictly structured like invoices
• Often included within sections (e.g. a Pricing section)

If you need strict totals and billing:

• Convert the proposal into an quote, estimate or invoice

Sending a Proposal

Once complete:

• Preview the document
• Send it to your customer via email
• Export as PDF if needed

Converting a Proposal

Proposals can be converted into:

• Estimates
• Quotes
• Invoices

This allows you to move from discussion → agreement → billing without re-entering data.

Best Practices

• Keep proposals clear and easy to scan
• Break content into logical sections
• Avoid overwhelming the client with too much text
• Focus on outcomes and value, not just tasks