Knock their socks off!
The new Proposals tool is designed to help you turn interested people into paying customers by sending them clean, modern explanations of your services, solution, estimated cost, and next steps.
Here are some of the things you can do:
- Quickly create engaging proposals and estimates
- Add your logo and customizable header image to bring your brand to life
- Drag and drop blocks make it easy to insert text, image, and timelines into your document
- Move sections around to get your document order just right
- Require an e-signature to have your proposals and estimates approved
- Streamline invoicing by automatically creating an invoice when a proposal or estimate has been approved
Learn to navigate the Proposals dashboard.