How to generate a proposal for work

AcguysAcguys Member Posts: 1
Is there a way to write a proposal for work to be perform ?
Thanks In advance.


  • CharlotteCharlotte Administrator Posts: 693 admin

    Hi @Acguys ! You might want to use the Estimates function for this purpose, which you can find under the Sales tab. Once your client has approved the work, you can convert the estimate into an invoice.

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