This guide shows you how:
Services added to a proposal automatically appear on a project
Approved services automatically populate on invoices
This creates a seamless quote → approval → invoice workflow
Why This Matters
This workflow helps you:
Avoid re-entering services multiple times
Keep proposals and invoices perfectly aligned
Reduce errors and save time
Step 1: Create a Canned Proposal
Go to Proposals
Click Manage Canned Proposals
Click Add New
Step 2: Add Services to the Proposal
You can either:
Select existing services
Or create Custom Services
Example services:
Tint sides and rear (Good option)
Tint sides and rear (Better option)
Windshield tint
For each option:
Enter the service name
Set the price
Save the option
You can also allow multiple selections if needed.
Step 3: Apply the Proposal to a Project
Open a project
Create a new proposal
Select your canned proposal
All the services and options you created will automatically populate.
Step 4: Services Auto-Populate on the Project
Once the proposal is added:
All services from the proposal appear in the project
This keeps everything aligned from the start
Step 5: Customer Approves the Proposal
When the customer selects their options and approves:
Selected services are marked as approved
Unselected services are excluded
Step 6: Create the Invoice
When you create the invoice:
Approved services automatically appear as line items
No need to manually re-enter anything
What This Means for Your Workflow
The flow becomes:
Create canned proposal
Add to project
Customer selects options
Approved services auto-fill invoice
Key Takeaway
Canned proposals don’t just help you quote faster, they connect your entire workflow:
Proposal → Project → Invoice
All synced automatically
This keeps your process clean, consistent, and efficient.