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Creating a proposal or estimate
Creating a proposal or estimate
Erica Rosas avatar
Written by Erica Rosas
Updated over a week ago

Watch our helpful video for an easy introduction to Proposals or learn more down below.

You can create a new proposal by clicking the 'New' button in the top navigation or by clicking any of the 'Create proposal' buttons in the Proposals Dashboard.

Select from our preset template or create your own by clicking the 'Start from scratch button'.

The proposal builder is divided into three main areas: the navigation bar, canvas, and settings panel.

The navigation bar

In this area, you have quick access to basic information about your proposal, the ability to return to the Proposals main page, and options to:

  • Preview

  • Mark as approved

  • Send the proposal

  • Duplicate

  • Export to PDF

  • Archive

  • Delete

If you’ve already sent the invoice, in that case, you’ll see an option to edit the invoice.

The canvas area

Here’s where you’ll do the bulk of your work to create your proposal. Give your proposal a title, add your logo and/or header image, and set an expiration date if needed.

The rest of the canvas is dedicated to adding your content.

The settings panel

In the settings panel, you can choose your content blocks and brand options, including color and custom font 💎.

💎 note: custom fonts are only available in the Pro plans.

To add content blocks to the canvas, simply drag and drop them from the sidebar to the canvas area. Content blocks include:


The essential building block of your proposals is where all the valuable storytelling takes place.


Add visuals to your proposal to supplement your story.


Embed a song from SoundCloud or Spotify, a video from YouTube or Vimeo, a mood board from Pinterest, or your Calendly scheduler, to name a few.


Express how much time you expect each deliverable to take.


Use line items to give an approximate calculation of the cost of the project. You may add quantity and rate, and select whether the item is taxable or not. You can also customize the headings to make them relevant to your project. You can even make it so your estimate automatically converts to an invoice when the proposal is approved.

Learn more about how to set up an automation here.

Line item templates 💎

To speed up your workflow, use line item templates to make proposal creation a breeze. Line item templates give you the power to save your items so you can quickly find and use them again in future estimates and invoices. This can save you a lot of time if you frequently charge for the same types of items.

💎 note: line item templates are only available in the Pro plans.


Need to make the proposal feel more official? Typically proposals aren't legally binding (that's the purpose of a contract), but we give you the option to collect an autograph if you need it.

Finishing your proposal

Once you’re all done creating your proposal, simply click the green “Review & send” button to continue to the next step.

Sending your proposal

You have two options for sending your proposal: through the handy email interface on the Send screen or with a shareable link.

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