Sales & CRM
Creating a Cleaning Proposal
Build professional proposals.
Last updated June 4, 2026
Proposals combine pricing with branding, scope, and digital signatures.
1
Sales Proposals
In Sales, go to the Proposals tab.
2
Create from Quote
Open a quote → Convert to Proposal. Or start fresh with + Create Proposal.
3
Customize
The builder includes: Cover Page (branded), Scope of Work, Pricing, Terms, and Signature Block.
4
Preview & Save
Click Preview to see what the client receives. Save as draft until ready.
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Pro tip: Include photos from similar projects in your proposal.
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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.