This is one of our favorite WillowSpace features - creating beautiful proposals to send your leads!
You can create a new proposal in a couple of ways.
1. Create a Proposal from the Lead Details
Go to Leads > Select a lead > Send a proposal
2. Create a Proposal from the Documents Section
Go to Documents > New Document > Proposal
Once you've started to create a new proposal, you'll need to fill in the proposal settings. Here, you can set up auto-reminder emails to send to your leads as the proposal due-date approaches or passes, and you can even choose to upload your own PDF proposal instead of using the builder.
After the settings have been saved, you can begin to design your stunning proposal!
