Choose what your client sees
Last updated
Proposal Settings is the button at the top of the proposal. It holds what your client sees on this proposal, and its heading lists the current choices, for example Every price · Valid 30 days.
Price display
Choose Every price to show each line's price, or Section totals to show one total per part.
Proposal validity
Make the proposal valid for 14, 30 or 60 days. Your client sees the exact date, for example "Valid through November 6, 2026".
Workmanship warranty
When you offer a warranty in Account, you can keep it, change it or hide it on this one proposal.
Proposal Settings also holds Duplicate this proposal and Delete proposal. Delete always asks first.