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Proposals

Present the idea. Agree the next chapter.

Create a proposal with your scope, pricing and terms. Share it with your client and connect the agreed work to the rest of your workflow.

SEE IT IN ACTION

A clear scope.
Right where it happens.

Bring the deliverables, timeline, price and terms into one document. Use a design, reusable template or an uploaded document.

A clear scopeYour starting pointKeep the agreement connected

A clearer way
to keep things moving.

01

A clear scope

Bring the deliverables, timeline, price and terms into one document.

02

Your starting point

Use a design, reusable template or an uploaded document.

03

Keep the agreement connected

Create connected projects, contracts and invoices from the agreed work.

HOW IT WORKS

From here
to your next step.

01

Prepare the proposal

Choose your client and add the scope and price.

02

Share the link

Send your client a focused proposal to review.

03

Continue the work

Follow the response and create the connected records you need.

GOOD TO KNOW

A little more
about proposals.

Visit the help center
01Can I upload my own proposal?

Yes. Choose Upload file when creating the document.

02Can I reuse a proposal template?

Yes. Proposal templates help you prepare similar work again.

YOUR NEXT CHAPTER STARTS HERE

A little less managing.
A lot more creating.

Give your best work the space it deserves.

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