All Collections
How to create a business proposal?
How to create a business proposal?

3 simple steps: Create a client > choose a template > create a proposal!

Sam S avatar
Written by Sam S
Updated over a week ago

Sending Advertising Proposal, SEO proposal or any marketing proposal would never be intimidating with ReportGarden Proposal Software! Β 

Create a 'Proposal'

  1. If you use ReportGarden app for the first time, you'll see the homepage.

  2. Click on 'Proposals' icon.

  3. You should have at least one client to create a proposal. So, once you click on the proposals icon, you'll see 'New Client' creation page.Β 

  4. After creating a client, you'll see the 'Proposals welcome page.' Click on 'Create Proposal' button.

  5. Choose a template.

  6. Give a name to your proposal and submit. That's it.πŸ˜ƒ

Have further questions about 'Proposals' module? Feel free to reach out to us at [email protected]
​Recommended articles:
​Edit a Proposal
​Download, send a proposal

Did this answer your question?