From the Proposals Dashboard, click on the Create proposal button in the top right corner (or middle if this is your first proposal) of the screen.
Select which type of proposal you would like to create.
Once in proposal preview, fill in important details of your proposal or estimate. You can easily add and remove content, or rearrange the blocks to truly make each document your own.
Once your proposal or estimate is ready, easily preview the document before signing and sending it to your client.