How to Manage Project Estimates, Proposals and Subscriptions

Overview

The Sales tab links your quoting and recurring-billing documents to the project, so estimates, proposals and subscriptions for that work all live alongside it.

Steps

1. Open the project's Sales tab.
2. Create or link estimates and proposals to quote the work.
3. Set up subscriptions for any recurring charges tied to the project.
4. Convert accepted quotes into invoices when work is agreed.

Tips

• Keeping quotes on the project means the whole commercial history is in one place.