*if you prefer a video introduction please click here: Proposals

Start by clicking Create Proposal
*you can also use the drop-down to copy from a template

In the next screen give your new proposal a title, description, due date, and start to add line items and amounts that will make up the proposal. Once done click Preview & Send

*changes are saved automatically but you can also click the Save button

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When Preview & Send button is clicked you are taken to this screen, where you can customize the report layout, print, and send to the client

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Once sent the client or any internal user can approve the proposal.

The client will get an email with the proposal or if they log in they can then Approve or Reject
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If they approve they'll be asked to sign

Back on the Proposals main page we can view which proposals have been approved

And send to the budget

Note: if line item amounts already exist in the budget the approved proposal will add to those numbers, not replace.

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For any questions and support please click here.