Proposals

Proposals are often used to summarise your offerings or to outline a plan for potential clients.

With Plutio, you can create eye-catching, branded proposals using an intuitive drag and drop editor, with the ability to track when your proposals are opened and signed.

1) Building a proposal

👉Using the designer
👉Customising proposals with CSS

2) Using items with proposals

👉Using items with proposals
👉Attaching contracts to proposals

3) Sharing and billing

👉Auto-create invoice
👉Setting auto invoice template
👉Auto-create project

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