ClickSabi Pro
Proposals
Understanding Proposal Studio
Where an offer is built, and what happens after you send it.
1 min readLast updated
The workspace
A proposal opens on Overview, with Design Import, Build, Preview, Publish and Insights. Build collapses the sidebar so the canvas gets the full width.
Proposals live in project context
Proposals are reached from the project or contact they belong to rather than a standalone list.
Published versions are fixed
Publishing creates an immutable version. Accepted, declined, expired and revoked proposals cannot be edited; you create a revision instead.
Templates
Nine templates cover residential and commercial solar, battery storage and other home improvement work, each with prefilled sections, equipment, services and FAQs.
Related articles
- ProposalsCreating a proposalThe three ways to start, including uploading an existing PDF.
- ProposalsPublishing and sharing a proposalPublish a version, control the link, and preview what the customer sees.
- ProposalsProposal statusesWhat each status means and which ones lock the proposal.
- ProposalsWhat happens when a proposal is acceptedThe handover from a signed offer to delivery.
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