PLEASE NOTE: This article documents specific functionality on our New Proposal Editor (BETA). Please read this article for more information!

What are Projects?

Projects are an optional grouping of different service groups within a proposal.

Projects are a good way to explain different component of work to a client clearly.

For example, use Projects to:

  • Define Phases of work for a client - e.g., initial set-up phase vs ongoing services
  • Define Types of work for a client - e.g., Tax Compliance vs Advisory vs Software subscription fees
  • Define clients who will be provided services - e.g., work for business entities vs individuals that are included in the same proposal

Each proposal starts with one project, and more can be added with the "Add Project" button. There is no limit to the number of projects on a proposal.

If you choose to give a project a name (optional) that name will appear to your client on the proposal client acceptance page. If no name is given, none will appear to the client.

Currently, the only element you can set on a project is the title. However, we do plan to add additional functionality here in the future and would love to hear feedback into how you use projects in your business.

FAQ - Do Projects relate to "Jobs" from the classic proposal editor?

No. The New Proposal Editor does not currently support workflow which is the primary reason for jobs in the classic proposal editor. When we do support workflow it will also not have a strict coupling to projects either.

However, if you used "Jobs" primarily as a way to segment up services in the classic proposal editor (not for workflow) then you could use projects for this instead and they will appear more prominently throughout the proposal acceptance page.

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