What is a proposal?

Somebody emails asking about a long weekend in Berlin for four people. They have not agreed to anything and you have not taken any money.

That is a proposal. A quote you are working on, with a price attached and a customer you are chasing.

Proposal or booking?

• A proposal is a maybe. Nothing is held, nothing is paid, the price can still change.
• A booking is a yes. The place is held and money is owed. See What is a booking.

Work in Proposals while the customer is deciding. Move to Bookings once they commit.

What a proposal holds

• Deal details, such as the value, the stage, and when you expect it to close.
• The client, meaning the contact and their company if there is one.
• Line items, which is what the trip includes and what it costs.
• Versions, which is what you actually send the customer.

Click Proposals in the left menu to see them all.