On the homepage, click on +CREATE PROPOSAL
Image 1: Creating a proposal.
Select the proposal template and the theme you want to use. Templates and themes are managed by your account administrator. You may switch themes anytime, even after your proposal has been published.
Enter the property address of the property, suggestions will appear as you type. Select an address to proceed.
Image 2: Entering proposal details.
You may include up to two agents in a proposal. If you are an administrator creating a proposal on an agent's behalf, you may remove yourself and add an agent by using the search function. You may find all the agents associated with your agency or account. Agents may view all proposals that they are associated with in their dashboard.
Image 3: Adding agents to a proposal.
Enter your vendor's details (First Name, Last Name and Email address) and click +Add Vendor. You may include up to four vendors in a proposal. Click Next to proceed to edit your proposal. Click Save to return to the dashboard.
Image 4: Adding vendors to a proposal.
After creating a proposal, you have the option of setting an expiry date so that your proposal will only be viewable for a limited period of time.
To set a proposal expiry date,
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Click on Settings at the top right of the page
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Click on Select Date and choose a date. In the example below, the proposal is set to expire on 15 September 2023.
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Click Save to proceed.
Image 5: Setting a proposal expiry.