Proposals Overview
Proposals Overview
Create professional proposals, send them to clients, and track their status. Convert proposals to invoices when approved.
What are Proposals?
Proposals are professional documents you send to clients outlining:
- Services Offered: What you'll provide
- Pricing: Cost breakdown
- Timeline: Project timeline
- Terms: Terms and conditions
- Next Steps: What happens after approval
Key Features
Proposal Builder
- Drag & Drop: Easy visual builder
- Templates: Start from templates
- Sections: Add/remove sections
- Customization: Full design control
- Branding: Your logo and colors
Proposal Management
- Create: Build new proposals
- Edit: Modify proposals
- Send: Email to clients
- Track: Monitor views and status
- Convert: Turn into invoice when approved
Client Experience
- Public Link: Shareable proposal URL
- Professional Design: Beautiful, branded proposals
- E-Signature: Digital signature support
- Payment: Accept payment with proposal (if enabled)
Creating a Proposal
Quick Create
- Go to Proposals
- Click "New Proposal" or "Create Proposal"
- Use builder to create proposal
- Save and send
Proposal Sections
Common Sections:
- Cover Page: Introduction
- Overview: Project summary
- Services: What's included
- Pricing: Cost breakdown
- Timeline: Project schedule
- Terms: Terms and conditions
- Next Steps: Approval process
Adding Content
Text:
- Rich text editor
- Formatting options
- Headings and lists
- Links
Images:
- Upload images
- Add logos
- Include graphics
- Product photos
Pricing Tables:
- Itemized pricing
- Quantities and rates
- Totals and taxes
- Payment terms
Sending Proposals
Email Proposal
- Complete Proposal: Finish design
- Click "Send": Send button
- Enter Email: Client email address
- Add Message: Optional cover message
- Send: Email with proposal link sent
Public Link
Share proposal directly:
- Open Proposal: View proposal
- Copy Link: Get public URL
- Share: Send link via email, message, etc.
- Client Views: Client opens link to view
Proposal Status
Draft
Not sent yet:
- Still being created
- Can edit freely
- Not visible to client
Sent
Proposal sent to client:
- Email delivered
- Link active
- Client can view
- Awaiting response
Viewed
Client has opened:
- Proposal opened
- View tracked
- Time viewed recorded
- Engagement tracked
Accepted
Client approved:
- Proposal accepted
- Can convert to invoice
- Project can begin
- Status updated
Declined
Client rejected:
- Proposal declined
- Can revise and resend
- Learn from feedback
- Status updated
Converting to Invoice
When proposal accepted:
- Open Proposal: Go to accepted proposal
- Click "Convert to Invoice": Convert button
- Review: Check invoice details
- Adjust: Modify if needed
- Create Invoice: Invoice created
- Send Invoice: Send to client
What Converts:
- Line items and pricing
- Client information
- Terms and conditions
- Payment details
Proposal Templates
Using Templates
Save time with templates:
- Browse Templates: Go to Templates
- Select Template: Choose template
- Customize: Modify for your needs
- Save as New: Create new proposal
- Use: Send to client
Creating Templates
Save your own templates:
- Create Proposal: Build proposal
- Click "Save as Template": Template button
- Name Template: Give it a name
- Save: Template saved
- Reuse: Use for future proposals
Best Practices
- Use Templates: Save time with templates
- Be Clear: Clear descriptions and pricing
- Include Timeline: Set expectations
- Professional Design: Use branding
- Follow Up: Track and follow up
- Convert Promptly: Convert to invoice when accepted
- Learn from Declines: Improve based on feedback
Integration with Other Modules
Proposals link to:
- CRM: Link to contacts/companies
- Finance: Convert to invoices
- Projects: Create projects from proposals
- Email: Send via email
Troubleshooting
Proposal not sending?
- Check SMTP settings
- Verify client email
- Test email connection
- Check proposal is complete
Client can't view?
- Verify link is correct
- Check proposal is sent
- Ensure link hasn't expired
- Try regenerating link
Can't convert to invoice?
- Verify proposal is accepted
- Check invoice module is active
- Ensure client information complete
- Try refreshing page
For more help, see Common Issues.
Next Steps
- Contracts - Generate contracts
- Templates - Use proposal templates
- Creating Invoices - Convert proposals
Updated on: 10/03/2026
Thank you!