Start with a design or a blank page, then review every part of the offer.

1. Start a proposal

Open Proposals → My Proposals → New Proposal. Choose a gallery template, one of My Templates, or Start Blank.

The new-proposal chooser offers templates and a blank starting point.

2. Choose the customer

Enter a recognizable proposal name and choose the saved customer. Check the expiry date.

3. Build the offer

Use Content to add text, images, pricing tables, and required fields. Use Sections to organize the pages.

Content offers the native blocks and form fields.

4. Save and preview

Use Actions → Save and Preview. Check each page, prices, scope, terms, recipients, and signature fields. Sending is a separate action after that review.