Creating, editing, and sending a proposal

Create unlimited proposals that match your brand. Clients can conveniently pay a deposit using bank transfers or credit/debit cards and sign the proposals using our secure eSignature service.

To create a proposal, click the New button and select +Proposal. 

Proposals have customizable settings that allow you to add your business information, a business logo, and payment settings. 

When your proposal is ready, click Send in the top right corner. Before you send the email to your client, you can edit the subject line, email address, and body. 

To edit a proposal, go to the Proposal table and select the three-dot ellipsis menu of the item you would like to edit.

Once the Proposal is sent, you’ll see your sent proposal populate in the Proposal table on the Proposal page.