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Proposal generator

Create a proposal from scratch or from a template.

The Generator tab of `/propal` lets you start a blank proposal or pick an existing template. The WYSIWYG editor handles sections, price tables, images, signatures and automatic VAT calculations.

Create a proposal

  1. Sidebar then Documents then Generator.
  2. Pick Blank or a template from the library.
  3. Select the client (existing or created on the fly) and the linked project.
  4. Edit section by section: cover, intro, methodology, deliverables, price, terms, signature.
  5. Toggle the payment button if you want to link a Stripe, PayPal or GoCardless deposit.
The document generator is an Agency plan feature.