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Proposal estimates

Sell the scope with one price.

Updated October 15, 2026

A proposal estimate reads like a letter. You describe the work, list what is included and excluded, and give one price. Your line items and costs stay private, so the customer sees the value, not your margin.

  1. In the left navigation, click Projects > Estimates, then Add Estimate and choose Proposal.
  2. Pick the customer, name the proposal, write the scope of work and enter the price. Line items stay off the customer-facing document.
  1. Add your terms, then click Save & Send so the customer can approve it online.

Proposal estimates FAQ

Can I still track my costs on a proposal?

Yes. Add your internal line items for costing. They are used for the budget and never printed on the proposal.

Can I switch a proposal to itemized?

No. Create a new estimate in the other style and copy the lines.