Skip to main content

What can I do in Proposals?

Proposals is where you sell your services: you keep your price list, send quotes and proposals, and invoice your clients.

What you can do

  • Proposals: send quotes and proposals to clients and take payment by card (Stripe) or direct debit (GoCardless) when they accept.

  • Invoices: bill your clients and let them pay online.

  • Services: keep your price list, with prices in several currencies.

  • Currencies and Taxation: set the currencies and tax rates you use.

  • Service Packages: bundle services you often sell together.

How to get started

  1. Click "Proposals" in the top menu.

  2. Add your currencies, tax rates and services in the left-hand menu.

  3. Send your first proposal or invoice.

Did this answer your question?