Send a Proposal
Learn how to create and send a proposal step-by-step.
By Erro Support | 01/25/2026
2 min read
Estimate
1. Create Estimate
2. Choose a template to get started
3. Assign a Tax Profile
4. Manually add items to your estimate
5. Delete items you don't need
6. Assign Estimate to a Lead
7. Add a Name to your Estimate
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