Create a Proposal

What it does

Proposals bundle products with pricing information to present to clients. You can include products from your catalog, set quantities and prices, and generate a professional PDF proposal document.

How to create a proposal

1. Go to Procurement and click the Proposals tab.
2. Click New Proposal.
3. Fill in the proposal details:
   • Select a client or create a new one.
   • Add products from your catalog as line items.
   • Set quantity, unit price, and any notes for each line item.
   • Add a shipping address if applicable.
4. Click Save to create the proposal.

After creating

• Generate PDF Report — create a formatted proposal document.
• Email Proposal — send the proposal directly to the client.
• Aggregate Proposals — combine multiple proposals into a single document. You can also share an aggregate proposal with a client via a share link.
• Convert to a Purchase Order when the proposal is accepted.