Turn a proposal into a contract or invoice

Your proposal already has the numbers everyone agreed on. When it is time for the contract or the invoice, you can carry those figures across instead of retyping them.

Proposal to contract

When you build a contract for the same project, you can pull the commercial terms, your rate, deposit, and payment terms, straight from the project's latest proposal. The contract starts pre-filled, so you only check rather than rebuild.

Proposal to invoice

Creating an invoice for that project? You can bring the proposal's line items in with one action, then tweak quantities or amounts if the final bill differs. No copying totals by hand.

Why it helps

Keeping the figures consistent from proposal to contract to invoice means fewer mistakes and a smoother experience for your client, the numbers they agreed to are the numbers they see all the way through.