Creating Proposals
Generate, customize, and export proposals.
By Handoff1 author5 articles
- How to create a proposalTurn 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.
- What you can add to a proposalSee 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.
- How to create and apply a proposal layoutBuild 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 export or print a proposal or estimateExport 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.
- PDF export didn't work: how to fix itFix 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.