Adding 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. You can also select if the client will need to sign the proposal (although you can add them as a signer later, too).
4. Click "Save".

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

• Proposal introduction / terms of agreement
• Line items
• Categories
• Additional fees (gratuities, service fees, etc.)
• 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.
• Show/hide columns and information in the Proposal on-screen display and PDF (including the columns for image, date, tax and markup/discount as well as the Proposal total).