Adding a New Proposal

Video Tip - Go to the 0:47 mark of the video to view information on how to add a new Proposal.

You can create a new Proposal in two places:

  • Inside an Event or Lead Dashboard by clicking on the "Proposals" tool button or using the Quick Launch or Switch Event tool.
  • By clicking on "Proposals" in the main navigation bar.

To Add a New Proposals:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event/Lead Dashboard.
    • Use the Quick Launch or Switch Event tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Click on the "Add Proposal" button.
  3. Add the client/lead; client/lead address; proposal number (auto-generated for your convenience); proposal name; and proposal creation date.
  4. Click "Save".

This brings you to the Proposal Dashboard where you can add additional information, including:

  • Proposal introduction / terms of agreement
  • Line items
  • File attachments
  • Image gallery
  • Tags
  • Client message

In addition, from this page you can:

  • Add signers and collect signatures for legal approval or signoff.
  • Email the Proposal to clients.
  • Download a PDF of the Proposal.
  • Save the Proposal as a Template.
  • Link the Proposal to an Event or Lead.
  • Save line items within the Invoice as Line Item Templates.
  • Hide the tax rate and markup/discount columns in the PDFs of the Proposal.
  • Hide the Proposal total in the PDFs of the Proposal (if you are creating a Proposal with options/packages and don't want the line items to add up).
Have more questions? Submit a request


Article is closed for comments.