Proposals & invoices

Win the work with proposals, then bill it without leaving your projects.

Create & send a proposal

Pick a starting point, draft from a brief or a voice note, build it from page templates, share a branded link, and turn a yes into a project.

Create & send an invoice

Build a branded invoice, email it with a link your client can open, and record what's been paid.

This category covers the money side of a job, from the quote to the payment. The proposals article walks through the Proposals area under Win Work, which tracks what is in progress, sent and won. You will see how to start from a template or a Look, draft from a brief or a voice note, build the proposal from pages, share it as a branded link, and turn it into a project with Convert to Project. The invoices article covers the Invoices area under Deliver Work, which shows what you have sent and what is still owed. It explains creating an invoice, billing tracked hours or a proposal's line items, handling deposits, tax and discounts, emailing the invoice with a link your client can open, setting up invoice numbers, and recording payments.

The product pages for this part of MonoDesk are Proposals and Invoices.