Proposals

Proposals are where new work begins. You create a proposal to define the scope, fees, and terms for a potential engagement. Once a client approves it, you convert it into a project.

Proposal lifecycle

A proposal moves through these statuses:

Status	Meaning
Draft	Being written; not yet sent to the client
Pending Approval	Submitted to the client; awaiting their decision
Approved	The client has accepted the proposal
Declined	The client has turned it down

Transitions:

From Draft → submit to the client → moves to Pending Approval
From Pending Approval → rescind → moves back to Draft
From Pending Approval → mark accepted → moves to Approved
From Pending Approval → mark declined → moves to Declined
From Approved → create a project → the proposal links to a new project draft

See Submit a proposal to a client for detailed steps.

Finding a proposal

The proposal list has a status bar for Draft, Submitted, Approved, and Declined proposals. Beside it, the search box finds proposals by name, number, or street address as you type, once you’ve entered at least two letters; click the × to clear it. The All Proposals button switches to My Proposals, which lists only the proposals you are on the team for. The bottom of the list shows how many proposals match.

Proposal information

Each proposal includes:

Name and proposal number
Project type (Residential, Commercial, Institutional, Mixed-Use, Renovation)
Client link
Dates
Phases and milestones
Fee structure and contract terms

The proposal detail tabs

Open any proposal to see these tabs:

Tab	What’s here
Milestones & Phases	The proposed phases, milestones, and deliverables, as a list or a Timeline
Contract Information	Fee type, rates, scope of work, additional terms, and contract details
History	A log of status changes and edits

From proposal to project

When a proposal is approved, you can use the Create Project Draft action to turn it into a project. The project inherits the proposal’s phases, fees, and team. See Convert a proposal to a project.

Downloading a PDF

You can download a PDF version of the proposal for sharing with clients. See Download a project or proposal PDF.