πŸ“‹
Proposal Builder
Build Β· Preview Β· Send to client
1 Β· Company
2 Β· Client
3 Β· Line Items
4 Β· Terms
5 Β· Send
🏒 Company Branding
Shows on the client proposal header
Logo
🏒
Upload
PNG/JPG
πŸ‘€ Client Information
Default: 30 days from today
πŸ”§ Services & Parts
πŸ—‚ Catalog
CategoryDescriptionQtyUnitUnit PriceTotal
Subtotal$0.00
Tax (%)$0.00
πŸ’° Total$0.00
πŸ’‘ Break out parts as separate line items β€” clients trust itemized quotes more than lump sums.
πŸ“„ Terms & Conditions
These appear at the bottom of the client proposal. Customize for your business.
πŸ“€ Preview & Send
πŸ‘
Preview
Open client view
πŸ“€
Send to Client
Email Β· SMS Β· Link
⬇️
Download PDF
Print-to-PDF
The client link encodes all proposal data β€” no server needed. They can view, accept, and print from the link.
πŸ“‹ Live Preview