Writing a service proposal

A proposal carries the technical part; the financial part lives in the quote attached to it, which is what gets accepted and invoiced.

Service proposals are under Sales then Service offers. A proposal is the technical document; its amounts live in the quote attached to it.

MAYA can propose a first draft (title and sections); a person reviews it before the proposal exists, and no amount is taken from that draft.

The proposal is sent by email, with its PDF, to the address you enter or otherwise to the contact's; without an address, sending is refused. A sent proposal can no longer be deleted.

Acceptance and invoicing follow the attached quote: a proposal without a quote cannot be converted into an invoice.

PlansIncluded in every plan.