Proposals: good, better, best

What it is

A proposal is two or three estimates side by side under one title - the essentials, the full refresh, everything plus the trim. The customer opens one link, compares, and accepts the option they want; the others close by themselves.

How to

Estimates tab → New proposal → tick the estimates to offer and name each option in words the customer will understand. Send to customer works like an estimate; the accepted option becomes the job's estimate.

Which plan

Every plan.

When it goes wrong

A proposal needs at least one estimate ticked before it can be sent. If two options are nearly the same price, the customer usually picks neither - make the middle one the obvious choice.