Clearmargin

Create a Proposal

Create and send a proposal to a client.

Steps

  1. 1Go to "Proposals" in the sidebar /dashboard/proposals.
  2. 2Click "New Proposal" button.
  3. 3Select an existing client or create a new one.
  4. 4Add line items — search the catalog for existing items, or create new ones inline.
  5. 5Set the introduction, scope of work, and terms sections.
  6. 6Set event date and payment terms (optional).
  7. 7Add milestones to the timeline if needed.
  8. 8Save as draft. Review the proposal preview.
  9. 9Click "Send" to email the proposal to the client.

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