Create a new proposal
From the proposal list, click "New quote".
- 1Give the proposal a title
For example "Brand refresh & digital launch". Your client sees this title at the top of their space.
- 2Add a short description
Two or three lines to sum up the project. Your client sees it too. You can change it later.
- 3Follow the guide
The proposal page opens. On the left, the steps. On the right, the "Your proposal is taking shape" panel shows what's done, what's left and the next action.
The steps, in order:
| Step | Required? | What it's for |
|---|---|---|
| Quote | Yes | Add one or more PDF quotes |
| Attachments | No | Attach useful documents to the quote |
| Services | Yes | Choose the presentation pages |
| Team | Yes | Introduce the people on the project |
| Theme | No | Choose the space's colors and logo |
| Recipients | To share | Give your client access |