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Quotes and invoices

How do I start a proposal from a template?

Pick a professional pre-built proposal template for interior design, fit-outs, or retainers in the Business, Marketing Agency and Enterprise packages.

Step-by-step instructions

  1. 1
    Open Proposals from the sidebar (part of the Business, Marketing Agency and Enterprise packages).
  2. 2
    Tap New proposal at the top right of the page.
  3. 3
    Under Start from, choose a template like Home interior design, Office or shop fit-out, or Monthly marketing retainer.
  4. 4
    Fill in the Title and Client, tap Create, then edit the sections down to Terms & Payment.
  5. 5
    Tap Share, then WhatsApp to send the link in one tap, or Copy to paste it into an email.
Good to know
  • Templates are a starting point: change any section to match the client brief.

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