Creating a Proposal

Overview

The proposal wizard guides you through four steps: selecting a client and writing an opening message, adding service packages, attaching document templates, and reviewing the final proposal before sending. A stepper at the top of the page shows your progress.

Step 1 — Client and Message

1. 1Navigate to Proposals in the sidebar and click Create Proposal (or press N from the proposals page).
2. 2

   Select the required fields:

   • Client (required) — choose a client from the combobox. Once the proposal is created, the client cannot be changed
   • Contact (required) — automatically set to the client's primary contact. You can select a different contact if needed
   • Opening Message — an optional introductory message that appears at the top of the proposal when the client views it
3. 3Click Next to save the draft and move to step 2.

Step 2 — Packages

1. 1Click Add Package to choose from your pre-defined package templates. Each package appears as a collapsible card showing its colour, name, and description.
2. 2

   Edit the services within each package:

   • Quote — adjust the price for this proposal
   • Terms — the payment frequency (Monthly, Quarterly, Annually, or One-off)
   • Qty — set the quantity
   • The Total column updates automatically
3. 3

   Use the toggles at the bottom of each package card to control what the client sees:

   • Recommended — marks the package with a "Recommended" badge
   • Show Price — shows or hides pricing on the client-facing proposal
   • Show Quantity — shows or hides quantities on the client-facing proposal
4. 4To apply a percentage discount across the entire proposal, enter a value in the Discount field at the top of the page.
5. 5To remove a package, click the bin icon in its header. To remove an individual service, click the bin icon on that row.

Step 3 — Documents

1. 1Click Add Document to open the add document dialog.
2. 2

   Select the document details:

   • Type — optionally filter templates by type: Cover Letter, Engagement Letter, or Terms and Conditions
   • Template — choose a document template. A preview of the template with merge fields resolved appears below the dropdown
3. 3Click Add Document to attach it to the proposal.
4. 4Each document appears as a collapsible card. Expand it to edit the Body text or click Preview to see how it will look with merge fields filled in. Use the toggle to enable or disable a document without removing it.

Step 4 — Review and Send

1. 1Review the summary cards showing the selected Client and Contact, the Opening Message, all Packages with their services and pricing, and all Documents with their enabled/disabled state.
2. 2Set the Expiry Date using the date picker. This defaults to seven days from today.
3. 3Click Send Proposal to send the proposal to the selected contact. You are redirected to the proposal detail page.

What's Next?

• Sending and Tracking Proposals — monitor the proposal after sending
• Packages and Services — create and manage the package templates used in proposals
• Adding a Client — set up the client record before creating a proposal