Create Proposal

Build the package, contract readiness, and invoice foundation together.

Proposal editor

Start with the client/project, build the package, then attach the contract.

Status: Draft

1. Details

Client and proposal basics

ProjectClient assignmentIf you choose a client without a project, Studio creates a lightweight inquiry project so the proposal still has a secure home.Proposal titlePackage nameValid until

Proposal status is automatic. It starts as Draft and changes as package, contract, invoice, send, signature, and payment pieces are completed.

2. Package

Package and scope

Package line items

Build the custom package here. This total becomes the proposal and invoice amount.

Package total

Included package item

Client can choose this item

ItemQtyPrice

Description

Scope summary

3. Contract

Agreement language

The client will review and sign this contract inside the secure proposal link.

Contract templateContract titleContract draft