Drafts proposals from scopes, rate cards and case studies.
Client
Pick a client. Their name, colors, scopes and proof come with them.
Not listed? Add a client and it is ready here and in every app.
Template
Fills in scope, deliverables, term and pricing. Change any of it afterwards.
Scope
Tick the service lines this proposal covers. Each adds a group of deliverables.
Deliverables
Edit any line. Totals update as you type.
Term and pricing
Start date, length and how it is billed.
Terms
Standard terms, editable. Clause 3 is the healthcare claims note: keep it on any proposal that covers client-facing copy.
Cover note
A short note from the account lead. It opens the proposal on page 2.
Send to client
Sends the proposal as a private link and marks it Sent.
Enter a valid email address.
Add a client
Creates the client with an empty knowledge base so you can use it right away. Finish onboarding in Apps to register its sources.