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Proposals

Proposals

Create proposals for clients to view and approve.

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9 articles in this collection
Written by Paxton Willard

Proposals Overview

Create proposals for clients to view and approve.
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Written by Paxton Willard
Updated over a week ago

How to create a Proposal

Create proposals for clients to view and approve.
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Written by Paxton Willard
Updated over a week ago

Creating a Proposal from your Products & Services tab

Easily create or add to an existing Proposal from your Products & Services tab.
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Written by Paxton Willard
Updated over a week ago

How to edit a Proposal

Edit proposals for clients to view and approve.
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Written by Paxton Willard
Updated over a week ago

Proposal - Ready for client Approval

Once you've added every thing you've wanted onto a Proposal, get your clients to approve and sign off!
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Written by Paxton Willard
Updated over a week ago

Why can’t my client approve their proposal?

Do you have a proposal ready to be approved but your client says the system won't let them? Try this!
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Written by Paxton Willard
Updated over a week ago

Can I turn the Proposal into an Invoice?

Once clients have approved their Proposals, turn the Proposal directly into an Invoice.
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Written by Paxton Willard
Updated over a week ago

Can I download the Proposal as a PDF?

Download a PDF of the Proposals for your clients to sign or have for their records.
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Written by Paxton Willard
Updated over a week ago

How to delete a Proposal

Delete Proposals you no longer need.
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Written by Paxton Willard
Updated over a week ago
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