Proposals
Build agency proposals from your service catalog, set pricing and terms, send for approval, and hand accepted work to billing.
Create and send a proposalBuild a proposal from your service catalog, activate it, send it with an access code, and follow up from the same page.September 3, 2026Manage service items, packages, and content blocksMaintain the catalog proposals draw from: service items with pricing and deliverables, reusable content blocks, and proposal templates.September 3, 2026