DripJobs Help Center

Mobile: How to Create a New Proposal?

In this article, you will learn how to create a proposal from a mobile device.

Written by David Arteaga

Updated over 2 months ago

1. Go to Your Sales Pipeline

2. Click on the Plus Icon

Click on the Plus Icon

3. Scroll Down and Find 'NEW PROPOSAL'

Scroll Down and Find 'NEW PROPOSAL'

4. Decide If You'll Use a Template or Start from Blank

Decide If You'll Use a Template or Start from Blank

5. Fill Contact's Information

Fill Contact's Information

6. Click on 'Start'

Click on 'Start'

7. See the Proposal Created

See the Proposal Created

8. Add Items/Areas/Packages

Add Items/Areas/Packages

9. Configure Your Settings

Configure Your Settings

10. Feel Free to Add Attachments

Feel Free to Add Attachments

This Is How These Will Show

This Is How These Will Appear

11. Add Your Desired Notes

Add Your Desired Notes

12. Feel Free to Check Your Activity Log

Feel Free to Check Your Activity Log

13. Add a YouTube Video If You'd Like to

Add a YouTube Video If You'd Like to

14. Also Add Custom Sections as Your Preference

Also Add Custom Sections as Your Preference

15. See How This Proposal Now Appears Added to Your 'In Draft' Stage

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.