With AND CO you can create beautiful Proposals that you can use as Quotes and Estimates for your clients and you can simply get started with creating your Proposal via the webapp.

To get started creating your proposal simply select the proposals and contracts tab via the webapp using a browser 

Select > New Proposal

Or you can Select the Green +Create option top right > Proposals / Contract option

Once Selected you can then select proposal from the options listed

You can now begin creating your proposal. You can also view more here on How Can I Create A Proposal

Proposals can be revised at any time before they are approved by selecting the revise option on the proposal. 

To Select the revise option on a sent proposal simply select the 3 dots icon to the right of the proposal

Select > revise

Make any required revisions and resend the proposal to your client for approval. 

View more on How To Revise A Sent Proposal/Contract

💌  Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌


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