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Creating Proposals

Send clients estimates with options for Good, Better & Best

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Written by Dyllan Ding
Updated over 2 months ago
  1. To provide customers with options on your estimates, first have the options ready under Estimate Templates.

  2. To set up Estimate Templates, go to: Settings > Customizations > Estimate Templates

  3. Once the options have been selected go under Estimate Templates > Proposal Templates > + Add New Proposal Template

  4. Follow the steps and drag the estimate options into the options present by the Proposal Template.

  5. To send a proposal, Create Estimate > Select Proposal Template > Add Customer > Adjust and Send.

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