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 font.

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

Text

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

Image

Add visuals to your proposal to supplement your story.

Embed

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.

Timeline

Express how much time you expect each deliverable to take.

Estimate

Save and reuse the same line items you store in Invoices, add relevant taxes and discounts, and choose your currency. You can even make it so your estimate automatically converts to an invoice when the proposal is approved (you can do this on the Send page).

Note: Line item templates are a Pro feature.

Signature

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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