Overview
Learn how to quickly draft and save a proposal for your leads in Laywork so you can present professional quotes and convert them into invoices once accepted.
Steps
Navigate to Finance → Proposal.
Click + Create Proposal.
Select a Lead Contact and associated Deal.
Set the Valid Till date.
Choose the Currency and Tax Calculation method.
(Optional) Enter a Description or terms.
Under Items, click Select Product, choose an item, set Quantity, Unit Price, and Tax.
Repeat to Add Item as needed.
Review Subtotal, apply Discount or additional Tax.
Click Save to store as draft or Send to email the proposal.
Tips
Use the filter icon next to Select Product to quickly find items.
Enable Require customer signature if you need formal approval.
Troubleshooting / FAQs
Q: Why can’t I select a client?
A: Proposals only work for Leads. Convert a Client into a Lead or create an Estimate for existing clients.
Q: Items aren’t summing correctly.
A: Check that you’ve set tax calculation Before or After discount as intended.