How do I create my first proposal?

Start from a client, then build the proposal with drag-to-reorder sections — cover, scope, deliverables, timeline, and terms — and a live pricing table that handles quantities, discounts, and tax with auto-calculated totals.

Once it's sent, you get open and view tracking (status moves sent → viewed → accepted), and your client can accept in one click. Acceptance captures their name, email, drawn signature, IP, and timestamp — and can auto-create a contract on the spot. Win a deal you like? Save it as a template for next time. More on proposals.