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How to Add an Existing Project to Dripjobs
How to Add an Existing Project to Dripjobs

This article will show you how to add an existing job to your pipeline.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over a week ago

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1. Click on New Proposal

Click on New Proposal

2. Select Proposal

Either Blank (to start fresh) or choose a Template

Select Proposal

3. Complete the Start New Proposal form

Complete the Start New Proposal form

4. Click on Start

Click on Start

5. Build or edit your Proposal

A Deal Card will be automatically created in the In Draft stage of Sales Pipeline.

Build or edit your Proposal

6. Set Deposit and Payment Schedule options

Set Deposit and Payment Schedule options

7. Click on Send Proposal

Click on Send Proposal

8. Send Proposal to client for review

Once the client has signed and accepted the proposal, the Deal Card will automatically move from Proposal Sent to Project Accepted under the Jobs Pipeline and an Invoice will be created. From there, you can schedule the job and move it through the process to completion.

Send Proposal to client for review


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