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Can you help me create project proposals for my clients?

Overview

You can create a proposal directly from the Project Page, allowing you to generate a proposal using the project’s existing details without navigating to another module.

On the Project Page, find the Create Proposal button (typically available under the Actions menu or in the top-right section).

You can also create a proposal directly from the left navigation menu.

Click on All Projects from the left panel. Locate the project for which you want to create a proposal, then click on the Gear (⚙️) icon next to the project name. From the dropdown menu, select Create Proposal to begin creating your proposal.

Notes: The proposal will automatically be linked to the selected project. You can edit the proposal after creation if required. Ensure project details are accurate before generating the proposal.

Updated on: 03/06/2026

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