Open the Project, click Sales, then click + Create Proposal.

Click Proposals in the left-hand navigation, click + Create Proposal, choose a Project, then click Create.

Basic details: If the Project already has a Customer with contact info, the Title and the Customer's details fill in automatically. If it doesn't, add them here, then click the pencil icon to edit the contact info. The Proposal ID is assigned for you. See Creating and Managing Customers to set up a Customer record.

Scope & Timeline: Describe the work you're quoting, including materials and site conditions.

Line Items: Add what you're charging for one item at a time, with a name, quantity, price, and an optional description. Click Add from Price Book to pull items in instead of typing them out. See Price Book to build one first. Click the trash can icon next to an item to remove it. As you build, the totals tally up in this section: Line Item costs feed the subtotal, an optional Markup percentage builds your margin in on top, and you can add a tax rate. Your customer only sees the final numbers. Your subtotal adds up automatically as you go. Add a tax rate here if the job needs one.

Deposit and payment options: Choose whether to require a Deposit before work starts, and pick which payment options to accept. If you take card payments, you can decide whether to pass the processing fee to your customer.

Add Ons: Attach extra detail in any order.

E-signature, so your customer can sign off. To require one, turn on Sign and collect e-signature from client, check the electronic signature agreement box, and enter your name.

Basic details: If the Project already has a Customer with contact info, the title and contact details fill in automatically. To change the title, tap it, edit, then tap Save.

Customer: Tap to edit, enter the Customer details, then tap Save.

Scope: Tap Add scope of work, describe the job, then tap Save.

Line Items: Add what you're charging for one item at a time. Tap + Add Item to enter one manually with a name, quantity, unit cost, and unit type, then tap Save Item. Tap Pricebook to pull in saved pricing instead. To hide pricing from your customer, turn on Hide line item prices from customer. As you build, totals tally automatically: Line Item costs feed the subtotal, an optional Markup percentage builds in your margin, and you can add a tax rate. Your customer only sees the final numbers.

Deposit and payment options: Choose whether to require a Deposit before work starts, and pick which payment options to accept. If you take card payments, you can decide whether to pass the processing fee to your customer.

Add ons: Attach extra detail in any order.

E-signature, so your customer can sign off. To require one, turn on Sign and collect e-signature from client, check the agreement box, and type your full name.