Creating a New Proposal

Once you have your client saved in your account, you are ready to start generating a proposal for them.

1. From the Pipeline, click the 3 dots on the “Proposals” tab and select “create new.”

2. Select an existing client from the dropdown menu, or create a new one using the blue “plus” button on the right side.

3. Once you have the client loaded, click the large blue “Next” button to go into the proposal screen.

• You can also build a quote for a new client by hovering over their name in the Pipeline and selecting “Build quote.”