02Creating a proposal

Step 1: add your PDF quote

Keep making quotes your way: Clozup takes the PDF as is.

Quote step: two PDF quotes with their annexes and the New version button
The Quote step, with two quotes: the main proposal and an option.
  1. 1
    Import the PDF

    Click "Import a PDF" and pick the file on your computer.

  2. 2
    Add an option if needed

    "Add a quote" lets you offer several quotes in the same proposal, for example a base package and a full package.

  3. 3
    Drop in the annexes

    Under each quote, drop a photo, a plan or a file into the "Annexes" area. They stay linked to that quote.

Your quote changed? Use "New version" instead of deleting the quote: the version is updated (v2, v3…) and your client always sees the latest one.