Proposals
Create, customize, and manage professional proposals and estimates that win more jobs.
By Bobby and 1 other2 authors5 articles
How to create a ProposalDifferent ways to create a proposal to send to your customers for approval
Blended ProposalsBlended Proposals are a great way to create a proposal with both labor and materials on one line item
Clone a ProposalSave time by duplicating an existing proposal — all line items, pricing, and settings carry over to a new draft in seconds.
Optional Line Items on Proposals and Change OrdersAdd optional add-on services to proposals and change orders, let customers choose what they want, and automatically update the total — a built-in upsell tool that speeds up approvals.
Requiring Payment Details When a Client Approves a ProposalRequire clients to submit a card or ACH on file before they can approve a proposal — set a business-wide default and override it per proposal as needed.