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Turn an estimate into a proposal with the Proposal tab or Convert to, edit its sections, ask Handy to rewrite a section, then preview and send it.

How to create a proposal

See the sections you can add to a proposal, which are on the Pro and Scale plans, and how to set your brand colors and fonts on desktop and mobile.

What you can add to a proposal

Build a reusable proposal layout with the sections you want, then apply it to any proposal from the Layout chip, on desktop or in the mobile app.

How to create and apply a proposal layout

Export a proposal or estimate as a PDF or CSV from the ⋮ menu, and print it from a desktop browser. Mobile exports open the share sheet.

How to export or print a proposal or estimate

Fix a failed proposal or estimate PDF export. Learn what each error message means, and how to retry, wait for a slow export, or export fewer options.

PDF export didn't work: how to fix it

Handoff Support

Generate, customize, and export proposals.

Creating Proposals

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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