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All CollectionsProposalsSteps to create a proposal
Start with general settings
Start with general settings
Nicole Baptiste avatar
Written by Nicole Baptiste
Updated over a year ago

Proposal Name & Client

To begin:

  1. Give your proposal a name. Note: This is an internal field that your clients won't see

  2. Assign a client. Select Space Ranger as your test client or create a new client.
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    Alternatively, connect your ledger to access your client list and sync the client’s name, email and contacts into your proposals and client list. Learn more about connecting apps.

Proposal Start Date

Set a Proposal Start Date to determine when the contract comes into effect.

We recommend setting this date to the day you start providing services to your client or earlier. You can start billing on or after the proposal start date.

Minimum Contract Length

Select your Minimum Contract Length which sets a minimum term for a proposal.

We recommend setting this to the minimum amount of time you expect to be providing your services to this client.

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