You set up a new proposal in a few steps – pick the customer, build the scope, done. The two videos walk you through the start.
You set up a new proposal in a few steps. Open "Proposals" and click "Create proposal".
First you fill in the required fields – essentially the customer. Just type them into the recipient field; if they do not exist yet, you create them right there, without leaving the dialog.
From there you build out the scope – with line items, group lines, variants and optional line items – and send the proposal to your customer.
The finished proposal then looks like this:
For the full picture on proposals – from variants to the one-click invoice – see Proposals.