Proposals (Basic): View, Delete, Save as PDF, Print and More

Find more on how to manage your proposals: edit, print and delete them, or even download them as PDFs. In this article, we'll tell you how.

Covered here:

• Viewing proposals
• Editing proposals
• Creating invoices from proposals
• Printing proposals
• Downloading proposals as PDFs
• Deleting proposals
• Linking and automoving proposals in jobs

Viewing proposals

If you click on a proposal name in the proposal list, you will open it and see it like your client does. The green label on the top shows the date and time all signatories successfully signed this proposal. If the label is blue, the proposal is pending the client's signature.

Editing proposals

You might have to make changes to a proposal if a client, for example, disagrees with its terms or you need to add a service. You can edit a proposal as often as required—but only until someone signs it.

To edit a proposal, click the three dots right to the right of the proposal's name, select Edit, then make your changes:

Once you have saved the edited proposal, the client receives a notification. The proposal's audit trail shows who has made changes.

You can edit all the proposal details, except the client it was sent to. To learn more, go to the article on filling out proposals.

Creating invoices from proposals

If you sent a proposal with a services list only (no invoices), and it was signed by the client, you can create the invoice later with a single click. This will include all services included in the proposal. Depending on the services provided, you can create either a one-time or recurring invoice.

Follow these steps:

1. Go to Billing > Proposals & ELs from the left menu bar, find a signed proposal to be billed and click the Create invoice link in the Invoicing column. Or, click the three dots to the right and select Create invoice.

2. Select the invoice type ( one-time or recurring), then create the invoice as usual. 

Printing proposals

Print any proposal, whether pending or signed. There are two ways to get to the Print button: 

• From the Proposals & ELs tab of a client's account, click the three dots to the right of the proposal’s name, then select Print.

• While viewing the proposal, click Actions and select Print.

Downloading proposals as PDFs

In case you need to show your proposals somewhere (e.g. to prove that the proposal was signed under certain terms), you can use the Download feature. This will save any proposal as a PDF with an audit trail attached. There are two ways to do so:

• While viewing the proposal, click Actions and select Download PDF
• From the Proposals & ELs tab of a client's account, click three dots to the right of the proposal and select Download

Deleting proposals

To delete a proposal, click the three dots to the far right of its name, select Delete, and then confirm (this does not affect the original template).

Note! If you delete a signed proposal, any invoices issued or scheduled alongside that proposal will remain. You can delete them separately.