Step by Step of How to Create a Proposal
1. Click "Proposals"
2. Click "Create New Proposal"
3. Select the workareas you want to include on the proposal.
4. Click the + button to open any workarea to make further selections
5. Click the "Show items on the proposal" field if you want to itemize any part of any workarea
6. Select the items you want to display
7. Choose what information you want to display
8. Click "Next"
9. Verify the Terms and Conditions and click "Next"
10. Click the "Auto-Submit Down-Payment Invoice upon Customer Approval" field if you want to have a down payment invoice sent automatically. The select the option to include pricing type and estimated sales tax, if applicable.
11. Adjust payment schedule as needed
12. Click "Save"
13. Click "Preview" if you want to look at the proposal before sending it to your customer.
14. Click this icon to choose the PDF or link options
Click "Send" to email the proposal to your customer The Send button is located in the upper right-hand area of the proposal screen interface, next to the Preview button.
16. Select the customer's email address to send to
17. Choose the email template to use.
18. Verify which options you want your customer to have.
Click "Send for Review" Sending a new proposal will deactivate any old proposal links, ensuring that only the latest proposal is accessible to the client.
Adding Notes or Custom Text to Your Proposal and Invoice
Each work area has a Description field where you can enter custom text — for example, a scope summary, warranty language, or any note specific to that work area. Whatever you enter here will appear on both the proposal PDF your customer receives and the invoice when you bill them.
To add a description to a work area:
Open the estimate and navigate to the work area you want to add a note to.
Find the Description field and enter the text you want to display.
This text will automatically appear on the proposal PDF and on the invoice for that work area.
Repeat for each work area that needs custom text.
Note: Descriptions are set per work area — there is no single global notes field for the entire proposal.
How to Resend or Share an Existing Proposal
If you've already sent a proposal and need to send it again — or share it with your customer outside of email — here's how:
Resend via email
Click the Send button again to re-email the proposal to your customer. This works the same way as the original send — select the email address, choose a template, and hit Send for Review.
Generate a PDF or grab the proposal link directly
Click the three-dot menu (⋮) next to the Send icon. From there you can:
Generate a PDF — download a PDF copy of the proposal to print or share manually.
Copy the proposal link — grab a direct link to the proposal that you can text, message, or share with the customer outside of SynkedUP's email system.
Note: Sending a new version of a proposal will deactivate any old proposal links, ensuring that only the latest proposal is accessible to the client.
If you have any questions, please don't forget to use our chat box in the lower right-hand corner of your screen. We will be more than happy to help you.