# Proposals

## Proposals Overview

Under **Proposals,** you'll find all your drafted or sent proposals, and you can create new proposals. The overview shows the proposal **title,** the **client** and **project** the proposal was created for, if the proposal was already **sent** out, the **amount** you want to charge for the work and if the client has already **accepted** the proposal. You can resend, download, duplicate, archive, and delete the proposal by clicking on the three dots under **actions.** 

Use the filters on the top of the page to narrow down your proposals by *client, project,* or *status.* The status of a proposal can be draft, sent, accepted, and archived.

![Proposals on Kosmo](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2FyIiKRuAJd63AfSL6VV5n%2FScreen%20Shot%202022-05-11%20at%204.45.07%20PM.png?alt=media\&token=0148d82a-99b4-4ccc-844e-048cfd2263b8)

## How to Create a Proposal

To create a new proposal, click "New Proposal". Choose a **client** and a **project**. If you haven't created the client or project yet, you can click the + icon to add them now. Creating a proposal is an easy 4 step process.

First, enter some general information. Enter a **proposal title**, the **sender** and **recipient name** as well as **addresses**. If you filled out your information in your settings and the client details before, the information will be pulled and listed here automatically.  Choose the correct currency before clicking "Save and Continue".

In step 2, enter the **proposal items**. What work are you planning to complete for the client and how much will each item cost? Enter an **item title** and the **quantity.** Decide on how the **total** will be calculated, whether by units, words, items, hours, days, or months. Enter the **rate** and click "add". The proposal items will be listed and the total is automatically calculated. If you'd like, you can enter a **discount.**

To edit a proposal item, click on the pencil icon or delete an item by clicking the red x icon.

![Proposal items in Kosmo](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2FOlAlzMOPzM6v6SJuSWju%2FScreen%20Shot%202022-05-11%20at%205.10.12%20PM.png?alt=media\&token=eac10600-d06d-4559-98f8-322962035201)

{% hint style="info" %}
To save your proposal as a draft you can click "Save" at any time.
{% endhint %}

Step 3 is all about the details. You can include or hide **custom sections** by toggling the blue button on or off. 

**Overview**\
Describe the client's problem and your service/solution. Explain how you work and what the client can expect from working with you.

**Timeline**\
How long will it take to complete the project? Will you provide daily/weekly updates? Set expectations here.

**Additional Services**\
Do you have any additional services to upsell the client? For example, do you also offer monthly content marketing options or things like website maintenance?

**What You Can Expect**\
Out of all the applications that the client receives, why should they choose you? What does your workflow look like?

**Notes**\
The notes (and conditions) section can be used to explain things like when payment is due and if you apply any late fees for non-payment.

![Custom proposal sections in Kosmo](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2FELJ1Dho7xVdlmAiTjygj%2FScreen%20Shot%202022-05-11%20at%205.11.39%20PM.png?alt=media\&token=6265a82a-278c-4ff7-b023-b1edbdc8726b)

Before finishing the proposal, choose a **proposal style** in step 4. You can decide on a minimalistic proposal template or choose one to include your branding materials like logo and header. The proposals can also be customized with your brand color. After choosing a proposal style click "preview". You can now check what the final proposal will look like. To change the colors and to include a logo or banner click "Edit Style".

{% hint style="info" %}
To create proposals even quicker, save your brand color, header, and logo under [your settings](https://learn.joinkosmo.com/navigation/settings#branding).
{% endhint %}

![Proposal Preview in Kosmo](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2FiMkgxPUEDjdYqau6AKIs%2FScreen%20Shot%202022-05-11%20at%205.12.25%20PM.png?alt=media\&token=78bee859-ca94-4bd8-8de3-e89583364d91)

When you're happy with the proposal, sign the proposal and click "Send Proposal". Enter an email message and "Send a Test Email to Yourself" or send the email directly to your client.

{% hint style="info" %}
Did you know that you can save email messages under [your settings](https://learn.joinkosmo.com/navigation/settings#messages)?
{% endhint %}

## After Sending a Proposal

After you hit "Send Email", your client will receive an email to view the proposal. The proposal will open in a new tab and the client can sign the proposal and download it as a PDF.

Once the client signed the proposal, you'll receive an email letting you know that the proposal was signed. You can now view the proposal with both signatures in your Kosmo account. You'll also notice a little notification in the top menu to let you know that a proposal was signed. 

![Notifications in Kosmo](https://442784952-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F8Wz1psyFYFlr2IanSQzC%2Fuploads%2F7juzXELft9a1GT5pQFp6%2FScreen%20Shot%202022-05-11%20at%205.15.15%20PM.png?alt=media\&token=a8575c7e-7f32-4328-a12e-23fe4690c2f3)