Client and Project Management
Understand how to manage your clients and their projects
By Sofia and 2 others3 authors38 articles
- How Do I Get Local Pricing in My Estimates?
- How Do I Send Proposals?
- How Do I Require Signatures on Proposals?
- How to Accept a Sent Proposal on Behalf of Your Client
- My Client Didn't Receive The Proposal Email Or Text
- How Do I Print My Estimates?
- How Do I Export to PDF?
- Why Won't My PDF Export?
- How to Combine Estimates in Handoff
- How to create and apply a proposal layout
- How to add multiple estimate options to a proposal
- What's included in the advanced proposal builder