How to add services to a proposal:

  1. Click “add item” in the top action bar ( items are services or products)

  2. The “items” window will open. Select the services section by clicking in the top right. Select the service(s) you’d like to add to the proposal

  3. Click “add selected service”

  4. Add a quantity to the service(s). By default services added to a proposal have a quantity of 0. The total at the top of the proposal will continuously update as you edit.

  5. Select a currency if not already set

  6. To total is automatically calculated for you based on the price, quantity, markup and tax.

  7. Add tax if applicable to the product you’re selling

To learn how to add a service to a Purchase Order or an Invoice along with the Proposal, please review the short video tutorial below:

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