Proposals
Create, price and manage client proposals in Drum.
By Almera1 author7 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.
- The two parts of a Drum proposalUnderstand how the Proposal and Project Budget tabs work together, and why their totals can differ.
- How proposals move from an opportunity to a projectUnderstand the proposal lifecycle, from preparing an offer to recording acceptance and creating a project.
- Client-facing proposals and internal estimatesUnderstand why the client’s offer and your team’s detailed estimate need different levels of detail.