Writing proposals
Everything you need to build, edit, and send a winning proposal.
Creating your first proposal
A step-by-step walkthrough: choose a template, fill in client details, and publish.
3 min read
How to edit a proposal after sending
Changes to a sent proposal don't create a new link, the client sees the update live.
2 min read
Saving and using templates
Turn any proposal into a reusable template in one click, available from the next New Proposal wizard.
3 min read
Building your pricing section
Add one-time fees, monthly retainers, and optional line items, totals update live.
4 min read
Hiding sections from clients
Keep sections like internal notes visible in the editor but hidden from the client-facing proposal.
2 min read
Using variables to personalise proposals
Insert dynamic tokens like {{ client.name }} and they resolve automatically from your proposal settings.
3 min read
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