Create a Proposal

You can create a new proposal in the tool in two ways

A. Using existing proposal templates

B. As a blank proposal 

Creating Proposal Using Existing Template

To get proposal using existing template, click on templates menu on left side panel, browser through the list of existing templates and select desired template.

Click on generate proposal button as shown below.

But if you are not sure about which template to choose, you can first explore existing templates and open it for editing/ preview and in top right corner you will find Generate Proposal button.

In the next step, you will need to enter proposal name, select client, due date, validity date, etc.

Set Default Client-Contact

If your proposal involves multiple contacts from the same client, you can set default contact for a proposal. Typically this is used when you want to automate populating signatures and variables when a proposal is generated from templates.

Meaning, you do not have to open proposal in the editing mode just to assign signature when the proposal is generated using a template. You can assign signature to Default Contact in the template itself.

When you set a default client contact for the proposal, it will appear like as shown below. You will be able to unset, reset the default client contact by clicking on the icon against desired client-contact.

Set Proposal Lead

If you want to identify and assign a responsible person who can take the proposal lead role and get notified whenever client interacts with proposal (opens, views, signed, pays or even comments), it is the proposal lead who is notified via email.

Similar to default contact, you can automate assignment of signature, variables when you generate proposal using template. Meaning, you do not have to open proposal in the editing mode just to assign signature to proposal lead when the proposal is generated using a template. You can assign signature to Proposal Lead in the template itself.

You can set the proposal lead in proposal creation wizard as shown below:

Creating Blank Proposal

A. To create a blank proposal click on proposals menu on left panel and click New Proposal 

Alternatively, you can click on + sign on right top corner and click on Proposal option as shown below.

To create proposal, It will take you through the same process of entering information as mentioned above.