Proposals, agreements, and signing
How do I create a proposal from a template or blank page?
Start with a design or a blank page, then review every part of the offer.
How do I create a proposal for an existing customer?
Create a proposal for an existing customer using the Proposals menu.
How do I show proposal fields based on a client's answer?
Show a follow-up field only when the client’s answer makes it relevant.
How do I add a dropdown field to a proposal?
Use a dropdown when the client should pick one answer from a longer list.
How do I add checkbox choices to a proposal?
Let the client select several independent options in a proposal.
How do I add a single-choice field to a proposal?
Use radio buttons when the client should choose one of several alternatives.
How do I add a date field to a proposal?
Use a date field when you need a date from the client.
How do I let clients adjust or remove proposal items?
Let a client change selected items in a proposal before acceptance.