Quotes & Proposals
Create, send, and manage quotes and proposals for marketing engagements.
For Consultants
Creating a Quote
Log inStep-by-step guide to building and sending a professional quote to your client.
Managing Your Quotes
Log inTrack, edit, and manage all your quotes from the Quotes dashboard.
Converting a Quote to a Contract
Log inHow to turn an approved quote into an active contract with scheduled sessions.
For Clients
Reviewing and Approving a Quote
Log inHow to review a quote from your consultant and approve or decline it.
Other Articles
Sharing Quotes via Direct Link
Log inLearn how to share a quote with a client using a unique direct link, no login required.