Before you start
Proposals are not available on Legacy or Basic plans. Upgrade your plan to take advantage of this feature.
You will need to have the Admin, Manager, or Standard role in order to create a Proposal. If you don't have one of these roles, ask an Admin on your company's account for permission; here's what they'll need.
Please Note
In order to access this feature, you must have the Payments feature set up within your account. If you haven't onboarded into Payments, here's how.
On the web
Open a Project and select the Payments Tab.
Click on the + Create Button and choose Proposal from the drop-down menu.
Enter the Contact Info of the person you're creating the Proposal for, then scroll down.
If you'd like to add photos to your Proposal, click on the + Button and select the photos you'd like to include.
After you've added your photos, Scroll Down to continue.
Next, you'll describe the work you're planning.
Now it's time to add your Line Item(s). Give each Line Item a Name, Quantity, Price, and a Description, then click Add Item.
After you've added all your Line Items, within the Deposit section, you'll see a Subtotal for the Proposal. You can add a tax rate and decide if you'd like to include a Deposit for the Proposal. Note: For a Proposal to be approved, you must enter a deposit amount. The deposit amount cannot be $0.
Once done, you can preview your Proposal and share it.
In the app
Open a Project and tap the Payments Section.
At the bottom of the page, tap the + Button.
Choose Proposal from the slide-up menu.
Swipe Left to begin the Proposal creation process.
Enter the Contact Info of the person you're creating the Proposal for, then Swipe Left.
If you'd like to add photos to your Proposal, tap the + Button and select the photos you'd like to include.
After you've added your photos, Swipe Left to continue.
Next, you'll describe the work you're planning. You can tap the Text Box or tap the Microphone Icon to add this information.
After you've added your Scope & Timeline information, Swipe Left.
Now it's time to add your Line Item(s). Give each Line Item a Name, Quantity, Price, and a Description, then tap Add Item.
After you've added all your Line Items, Swipe Left.
Within the Deposit page, you'll see a Subtotal for the Proposal. You can add a tax rate and decide if you'd like to include a Deposit for the Proposal. Note: For a Proposal to be approved, you must enter a deposit amount. The deposit amount cannot be $0.
Once done, tap View Proposal to share with your customer.
