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Mobile App Proposals

The Proposals page in the mobile app gives you all the functionality of the web app.

Updated over 2 weeks ago

The Proposals button in the mobile app allows you to quickly find and view proposals that are in the future; selecting the arrow in the upper right next to the Show All Filters allows you to see proposals with event dates in the past.

How do I send the proposal to a client?

Clicking on the title of a proposal gives you the Send Proposal function at the top of the screen. Clicking Send Proposal gives you several options:

  1. Email - edit or add recipients, subject, body of the message, add attachments or schedule the message to send later. Click Send Message at the bottom to send immediately.

  2. SMS - edit or add recipients phone numbers, edit the message or schedule to send later.

Clicking on the title in the header image gives you several functions, including:

  • Change the Title

  • Change the Cover Image for this proposal only

  • Change the date the final balance is due

  • Change the proposal expiration date

  • Set a custom deposit amount for this proposal only

  • Set the tax rate for this proposal only

  • Change the brand (only if you have multiple brands)

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