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Building proposals

Create rich, professional proposals with a pricing calculator, formatted text and a photo and video gallery that sell the work.

Where to find it

Open Clients Estimates from Admin Tools.

Steps

  1. Start a proposal for a customer and describe the scope and findings.
  2. Use the pricing calculator and presets to build the numbers.
  3. Add formatted text, photos and videos that make the case.
  4. Save and publish the proposal as a polished page.

Tips

  • Visual, well-structured proposals close at higher rates and higher prices than a plain quote.
  • Reusable problem and text libraries make proposals fast to assemble.

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