Create, edit and send a proposal

Click on proposals and then on the “+” button on the bottom right

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Fill in the required fields and select the customer you want to connect with your brief

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Choose your currency

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Click on "create proposal" button to proceed

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How to edit your proposal

By default, Exentriq creates different sections inside your Brief.

Some of them are standard. You can edit but you can't delete them. Those sections are:

  • General Infos
  • Cover
  • Preview and Send
  • History

You can now delete or edit the other sections included by Exentriq such as:

  • General Descriptions
  • Key Funcionalities
  • Terms & Conditions

You can add unlimited number of Sections inside your Brief by clicking on the "sections +" button on the top of the Side bar

The proposal has been created

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Manage your proposals by clicking on the menu next to the name

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