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
Click "Proposals" in the top menu.
Add your currencies, tax rates and services in the left-hand menu.
Send your first proposal or invoice.
For step-by-step help, see a more detailed guide on proposal settings or learn how to send an invoice to a client.


