How to Create a Proposal
Proposals help you present your services and pricing to potential clients. Here's how to create one:
Step 1: Navigate to Proposals
Click on "Proposals" in the navigation, then click "Create Proposal", or visit /proposals/create.
Step 2: Select Client and Project
Choose the client and project for this proposal. If you select a project, you'll be able to add milestones from that project.
Step 3: Add Milestones (Optional)
If you selected a project, you can:
- See all milestones for that project
- Select which milestones to include
- Selected milestones are automatically added as line items
- Adjust amounts if needed
Step 4: Add Line Items
Add line items manually or use milestones. For each line item, specify:
- Description: Item description
- Quantity: Number of units
- Unit Price: Price per unit
- Tax Category: Select applicable tax (optional)
Step 5: Set Proposal Details
Configure additional details:
- Issue Date: When the proposal is issued
- Valid Until: Proposal expiration date
- Currency: Currency for the proposal
- Notes: Additional information for the client
- Terms: Terms and conditions
Step 6: Save the Proposal
Click "Create Proposal" to save. You can then send it to the client or convert it to an invoice if accepted.
💡 Tip:
Using milestones makes proposal creation faster and ensures consistency. The system automatically calculates totals including taxes and discounts.