Proposals, agreements, and signing
Create a proposal from a template or a blank page
Start with a design or a blank page, then review every part of the offer.
Start a proposal from a customer's workspace
Start the next offer from the workspace of the customer it is for.
Show proposal fields based on a client's answer
Show a follow-up field only when the client’s answer makes it relevant.
Add a dropdown field to a proposal
Use a dropdown when the client should pick one answer from a longer list.
Add checkbox choices to a proposal
Let the client select several independent options in a proposal.
Add a single-choice field to a proposal
Use radio buttons when the client should choose one of several alternatives.
Add a date field to a proposal
Use a date field when you need a date from the client.
Let a client adjust or remove a proposal item
Let a client change selected items in a proposal before acceptance.