By Pat and 1 other2 authors27 articles
Provided Proposal Templates
My Proposal Templates
Proposal Statuses
Service Types
Price Types
Projects
Catch up periods
Multiple Signatures
Proposal Options
Deposits in the New Proposal Editor
Placeholders
How to add videos to a proposal
Setting a quantity
Defining the proposal term: Proposal Start Date & Minimum Contract Length
Creating services in the New Proposal Editor
Editing a service in the New Proposal Editor
Editing active services
Renew a proposal
Renewing clients via CSV
PDF Presentation in the New Proposal Editor
Saving Proposals
The New Proposal Editor and Zapier
Send proposals in bulk
Proposal review process
Apply a price increase
Accept on your client's behalf
How to apply discounts to services