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

15. Click "Send" to email the proposal to your customer

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.

19. Click "Send for Review"

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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.
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