Your proposal lives in the client's Client Hub. They can read it, sign it and pay any deposit in one place.
Start it
In the Client Hub, click + in the tree and choose Proposal. Give it a title and, if you like, one line on what it's for.
Write it
Press Write it with Pi, or fill each [bracket] in the template: Overview, Goals, Scope of work, Timeline, Investment, Terms and Next steps.
Send it
Set up its payments, then press Send to and your client's name.
Write it with Pi
Pi writes it from your line, the request, your Talk and your services. Stop keeps the template, and Undo puts it back. Pi then lists what to confirm before you send.
Pi checks before you send
On Send, Pi checks for about a second. It lists anything it finds, with Go to it: a placeholder left in, another client's name, an amount the payments don't hold, or an empty section. Fix it first, or press Send anyway.
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