Proposals
Send proposals and engagement letters to clients
- Proposals: overview
- Proposals (Basic): Create & apply templates
- Proposals (Basic): Send Manually or Automatically
- Proposals (Basic): View, Delete, Save as PDF, Print and More
- Proposals List (Basic): View, Sort, Search
- Proposals (Basic): View History/Audit Trail
- Services (Basic): Add to proposals
- Proposals & Recurring Invoices: managing which contact(s) have signatory authority