Admin · Proposal

Create and send a proposal.

Proposals sit on Project Requests. Send a quote to the Client; their approval becomes the source of truth for request approval.

  1. 01Open Request Inbox and select a request under review.
  2. 02Create Proposal with cost, timeline, deliverables, notes, and terms.
  3. 03Send Proposal — content locks and request status becomes Quoted.
  4. 04If the Client requests changes, create a revision (V2+) and send again.
  5. 05After Client approval, use Convert To Project to create the Agency Project.
Guide CenterNext: Convert Request to Project →