Adding Products to Proposals
  • 30 Mar 2023
  • 1 Minute to read

Adding Products to Proposals

Article Summary

You can add products to any existing proposal on the Admin Panel. You can sell them as a one-offs or alongside contracts.

  1. Log in to the Admin Panel if you aren't already.

  2. Click CRM > Proposals.

  3. Click on the relevant proposal.

  4. Click on the Products tab.

  5. Click Add product.

  6. Select the Product you want to include in the proposal.

  7. Adjust the Quantity and Price as needed.

  8. Define the product's Billing settings.

Want to prorate the price of the product based on the time left within the customer's first billing cycle?

Enable the Adjust the price of this product if invoiced alongside a prorated contract toggle and select invoice the product when the main contract is invoiced in the Billing section.


  1. Click the Save Changes button.

All set! You can repeat the process for any additional product you want to include in the proposal.

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