Creating proposals, managing packages and services, and tracking client responses Learn more about Proposals
4 articles
The Proposals Page
Find, filter, and manage all engagement proposals from one place
Updated 21 March 2026
Creating a Proposal
Walk through the four-step proposal wizard to build and send an engagement proposal
Packages and Services
Create and manage reusable service packages and individual services for your proposals
Sending and Tracking Proposals
Send proposals to clients and track their status through to acceptance or decline