Proposals
Proposals
14 articles
How-To: Manage Services When Creating Proposal
How-To: Setup Automatic Billing With ProposalsStreamline your workflow with Cone's automatic proposal and invoicing system, saving time and effort
How-To: Navigate to service presentation settings for proposalsNavigating to service presentation settings for a client inside a proposal
How-To: Customizing Services Presentation in ProposalsEnhance proposals with customizable service presentation. Adjust layouts, group services, tailor details, and customize labels
How-To: Configure Tax Display For Services In a ProposalConfiguring settings to show or hide taxes when presenting services to clients
How-To: Standardizing font size in Cone editorStandardize font sizes in Cone editor
How-To: Manage Proposal Email Reminder Settings
How-To: Manage reminder settings for a sent proposal
How-To: Renew A Proposal And Accept On Client's Behalf
How-To: Download A Copy Of The Signed Proposal ContractDownloading a copy of the signed contract you have with a client
How-To: Saving Proposal As a Template
How-To: View And Download PDF While Working With Proposals
How-To: Customize PDF Layout In ProposalsCustomize how your proposal PDFs look in Cone with section controls, page breaks, and live preview—all from the editor
How-To: Manage Reminder Settings For Sent Proposal 📅