Proposals
Create, price and manage client proposals in Drum.
By Almera and 1 other2 authors9 articles
Tutorials
Learn to create and price proposals through guided, hands-on exercises.
Reference
Look up proposal fields, pricing controls and project conversion behaviour.
- Proposal-to-project conversion referenceConversion requirements, structure options and what happens after an accepted proposal becomes a project.
- Proposal fields referenceLook up the sidebar fields, statuses and tabs on an opportunity proposal.
- Budget-to-proposal synchronisation referenceLook up Sync Budget options and what happens to existing proposal stages and line items.
Explanations
Understand proposals, client pricing and how estimates become projects.
How-to Guides
Build proposal budgets, set rates and convert accepted proposals into projects.
- How to set up a proposal budgetBuild deliverables and tasks, set prices and sync an opportunity’s proposal with its budget.
- How to set a custom rate card for proposal budgetsSet proposal-specific billable rates and choose whether to apply them to existing budget resources.
- How to convert a proposal into a won projectReview an accepted proposal and convert its deliverables, tasks and budget into an active project.