ProposalPro

How to Use ProposalPro

ProposalPro helps you create, send, and track professional business proposals from start to finish. Build polished proposals with live previews, manage clients, and monitor when proposals are viewed and accepted — all in one place.

Your command center — see key metrics and recent proposal activity at a glance.

1

View total proposals, accepted count, pending responses, and total value sent in the stat cards at the top.

2

Check the Win Rate donut chart to see what percentage of decided proposals were accepted.

3

Browse Recent Proposals to quickly see status, client info, and total value.

4

Click any proposal in the recent list to view its full detail with the formatted preview.

Create, edit, send, and manage all your proposals in one place.

1

Click New Proposal to open the builder. Fill in the header, summary, line items, milestones, and pricing.

2

Add line items with service names, descriptions, quantities, and unit prices — the total calculates automatically.

3

Use the live preview panel to see exactly how your proposal will look.

4

Save as Draft, or click Mark as Sent to record when you send it to a client.

5

Use the filter bar and search to find proposals quickly.

Jumpstart new proposals with pre-built structures.

1

Browse the template gallery — each card shows the template name, description, and included sections.

2

Click Use Template to open the builder pre-filled with that template's content.

3

Customize the pre-filled content to fit your project.

4

Duplicate a template with the copy icon to create variations.

Manage your client directory and see proposal history per client.

1

Click Add Client to create a new client with their name, email, phone, and company.

2

The client table shows proposal count, most recent proposal date, and total value.

3

Click the edit icon to update a client's information at any time.

4

Clients appear in the proposal builder's client dropdown.

Tips & Tricks

Duplicate to iterate

Use the duplicate button on any proposal to create an instant copy.

Watch the expiry countdown

Sent and Viewed proposals show a live countdown to their expiry date.

E-signature ready

Use the built-in signature pad to capture client signatures directly.

Mark this proposal as Accepted?

Proposal Accepted!

Creating your invoice in InvoiceReady...

Creating client record in InvoiceReady...
Building invoice from proposal line items...
Invoice is ready in InvoiceReady!

Welcome back, Heather

Here's how your proposals are performing

4

Total Proposals

1

Accepted

2

Pending Response

$0

Total Value Sent

Win Rate

0% Win Rate
Accepted
Pending
Declined

Recent Proposals