Create a Proposal

Create and send a proposal to a client.

Steps

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