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Proposals Overview
Proposals Overview

Create proposals for clients to view and approve.

Paxton Willard avatar
Written by Paxton Willard
Updated over a week ago

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!

If you need any additional support, click the question mark in the upper right-hand corner to chat with a member of our team.

Happy designing!

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