Proposals & Contracts

Build proposals, use package templates, prepare contracts, and collect signatures.

How to Create a Proposal

Create a proposal with one or two package options, review the payment schedule and contract, and share it with your client.

Choose a package collection, package, add-ons, and custom items for proposal pricing.

Review the contract template inside a proposal and make proposal-specific changes when required.

Copy, open, or prepare an email with the public proposal link.

Understand the client steps for confirming details, reviewing pricing and payments, and signing the contract.

Open a signed client document from Leads or Bookings and review its details and signatures.

Edit draft proposal pricing, payment dates, contract text, and client details before sharing.