02Creating a proposal

Create a new proposal

From the proposal list, click "New quote".

  1. 1
    Give the proposal a title

    For example "Brand refresh & digital launch". Your client sees this title at the top of their space.

  2. 2
    Add a short description

    Two or three lines to sum up the project. Your client sees it too. You can change it later.

  3. 3
    Follow 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:

StepRequired?What it's for
QuoteYesAdd one or more PDF quotes
AttachmentsNoAttach useful documents to the quote
ServicesYesChoose the presentation pages
TeamYesIntroduce the people on the project
ThemeNoChoose the space's colors and logo
RecipientsTo shareGive your client access