descriptionProposals

Quotes clients can read, accept and pay a deposit on.

• Create a proposal Start one for a contact and write the intro.
• Draft a proposal with AI A first draft from your discovery notes.
• Pricing, timeline and terms Line items, discounts, tax, milestones and terms.
• Send it and get it accepted The client's view, accepting and declining.
• Deposit invoices Ask for a deposit when the client accepts.
• Turn a proposal into a project Milestones and scope carry over.