Creating a proposal
1 min read
A proposal is the next step after the audit. It always starts from an audit, so open one first. Numbers come from the audit and prices come from your packages.
How to do it
- Open an audit and click Create proposal.
- Choose a template.
- Choose the sections to include.
- Check What we understand, Our work and How it runs. Write with AI can draft these.
- Choose your packages and contract length.
- Click Create proposal, then publish it when it looks right.