Create proposal project from browser page for clients

You save client pages without a proposal draft, leaving opportunities untracked and outreach delayed. Benefit: proposals are created and ready for review so you can send them same day.

Overview

Proposals start the moment you find an opportunity in your browser — no more half-started drafts sitting on tabs. This flow creates a branded proposal project and returns the link to your browser so you can review and send the proposal the same day.