Sometimes you may not want to send a proposal directly to the customer.
Here we look at how to progress a proposal through the pipeline without sending it to the customer.
Click on the project you want to work on to open it or create a new project.
Click "Create Proposal".
Enter the information for your quote. Learn how to create engaging quotes here.
Once you are happy, click "Preview".
To save the quote without sending it, click "Mark as Sent".
Click "Mark as sent without sending" to confirm.
This will return you to the customer view.
Click to view your proposals:
Click to view the proposal you were working on.
Click "Mark as accepted" to mark the proposal as accepted.
Click "Back" to return to the customer view.
You will now be able to issue an invoice against the quote.
To learn how to send the invoice, click here.