From the user guide
Send a proposal
Build a quote from a lead, start from a template if you have one, and read every line before it goes.
How to do it
- Open Pipeline, then Proposals. The page counts Total, Draft, Sent, Viewed, Accepted and Declined.
- Proposals are built from a lead, so select VIEW LEADS and open the couple you are quoting.
- Add your line items, set the total, and write a note to the couple. The couple-facing description you wrote on each service is what appears inside the proposal.
- Select Templates to start from a saved outline. Read every line and every price it fills in and change anything that is not yours, then sign and send.
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