Once you've presented the items in your Products & Services tab and discussed with the client how they'd like to proceed, you can create a proposal for the client to view and approve composed of items from the Products & Services.
To get to your Proposals, open the project you'd like to work on and click "Proposals."
Which would you like to know about Proposals?
Click the topic you wish to learn more about for Proposals to go directly to that Help Guide. At the bottom of each Help Guide you redirect to from the list below, there is a link to take you back here!