Proposals
Create proposals for clients to view and approve.
Written by Paxton Willard
Proposals Overview
Create proposals for clients to view and approve.Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to create a Proposal
Create proposals for clients to view and approve.Written by Paxton Willard
Updated over a week ago
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.Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to edit a Proposal
Edit proposals for clients to view and approve.Written by Paxton Willard
Updated over a week ago
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!Written by Paxton Willard
Updated over a week ago
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!Written by Paxton Willard
Updated over a week ago
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.Written by Paxton Willard
Updated over a week ago
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.Written by Paxton Willard
Updated over a week ago
Updated over a week ago
How to delete a Proposal
Delete Proposals you no longer need.Written by Paxton Willard
Updated over a week ago
Updated over a week ago