Create & send a proposal

Create & send a proposal

Proposals (under Win Work) tracks everything in progress, sent, and won.

Creating one

Click Create Your First Proposal (or New Proposal):

• Draft from a brief, a voice note, or a rough outline, including briefs that come out of Discover calls
• Set scope, milestones and pricing in one place
• Send a branded link and see when your client accepts

When they say yes

An accepted proposal sets the project up for you: client, project and tasks, ready to go in Deliver Work.

Proposal defaults live under Settings → Feature settings → Proposals.

Last updated September 8, 2026