Proposals

What it does

Proposals lets you create polished business proposals to send to prospective clients. Each proposal has rich content sections, pricing, and a shareable link where recipients can approve or decline.

Key actions

• Create proposals with rich text content and pricing
• Send proposals by email with approval links
• Track proposal status (draft, sent, approved, declined)
• Duplicate proposals for similar opportunities
• Convert approved proposals into contracts or invoices

Getting started

Go to Proposals in the sidebar. Click "New Proposal", build your content, add pricing, and send it to your prospect.