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. 💌