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1. Create a package
Choose Create New Package and add its name, business and service details.
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2. Describe your offer
Enter coverage, deliverables and prices. Verify the amounts and wording.
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3. Choose presentation
Use an available theme or the Package Theme Builder for reusable designs.
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4. Save and preview
Review mobile and desktop presentation and save your work.
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5. Share
Use available share/preview actions and check the client-facing link before sending.
Before you begin
- A proposal is not automatically an invoice or proof that a payment was received.
Common questions
Where do I change the design?
Use the designer/theme builder for presentation and the package builder for content and prices.