Proposals are a great first step in securing that contract/project and creating a proposal within AND CO is super simple. 

To Get Started with creating a proposal select the green create (+) symbol top right

Then select > Create Proposal/Contract

Or
Select the > Proposals and Contracts Tab > Add Proposal

From The Options select >Proposal



Select your Client or add a New Client


Set the Terms of your proposal & project and if a Deposit may be required.

Once the project terms have been set select 'Continue'.

Select Continue to see a preview of the proposal before sending.

Once you have saved your project terms/fee and you are in review mode of the proposal you will notice a Yellow  PLUS (+) symbol, once selected you can add more details to your proposal such as text, Images, table, columns & files 


Simply select each option as required.

Once you have added in your proposal details select to Sign and Send the proposal. 

Once sent, your client will then receive a email with a link to review the proposal

Tips:

  • You can attach a contract to the proposal before being approved via the proposal > options tab top left > attach contract.
  • A proposal without a contract once agreed will become a project.
  • You will receive a review proposal sent confirmation once your have sent the proposal via email
  • You will receive a notification via email and in the chat tab of when your client has viewed and signed the proposal
  • Once a proposal has been approved a project will be auto created
  • Once a proposal with a contract attached is approved a project is auto created with the contract attached. 

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

__________________________________________________________________

Did this answer your question?