Build a proposal

Open Menu, then DOCS & PROPOSALS, then Proposals, and tap + New proposal.

A proposal is built from sections: Client, Event, Line items, Payment schedule, Notes, Documents, and Status. Line items are what you are actually charging for. Payment schedule is how it gets paid, and if you leave it empty the proposal simply reads as paid in full at the total.

Proposals are grouped into Drafts, Sent, Accepted, and Closed, so the list doubles as your pipeline.

Edit draft keeps working on it. Nothing goes to the client until you send it.