# Sending a Proposal with Specific Package

The "Sending a Proposal" feature allows clients and agencies to create and send detailed proposals to each other. This process ensures both parties can communicate a service or project's terms, pricing, and specifics before proceeding.

### **Benefits**

* **Structured Communication:** Clearly outline the details and terms of the proposal, minimizing misunderstandings.
* **Customizable Options:** Include various service packages and pricing structures to tailor the proposal to specific needs.
* **Documentation:** Attach files and provide comprehensive details to support the proposal.

### **Pre-conditions**

* **Active Account:** Users must have an active account on AgencyHandy.
* **Login Required:** Users must be logged in to their AgencyHandy account.

### **Steps to Use**

1. **Access Proposal Creation**

   * Log in to your AgencyHandy account.
   * Navigate to the "Proposal" section.

   <figure><img src="/files/0uu8XB6ug6XB2J4Dpnra" alt=""><figcaption></figcaption></figure>
2. **Create a New Proposal**
   * Click the "+ Create Proposal" button. A form will pop up.
3. **Fill Out the Proposal Form**

   * **Client's Name:** Enter the name of the client.
   * **Service Name:** Select the service for which the proposal is created (mandatory).
     * If the service has package options, they will be displayed. Choose a package for the client or agency as applicable.
   * **Manager (Optional):** Select a manager to be associated with the proposal if desired.

   <figure><img src="/files/J3wpX8CUL4Gp1OfcJNZm" alt=""><figcaption></figcaption></figure>

   * **Order Details:** Provide specific details about the order.
   * **Order Brief (Mandatory):** Write a brief description of the order.
   * **Attachment:** Upload relevant files by clicking to upload or dragging and dropping them (the max file size is 1 GB).

   <figure><img src="/files/QZkw1QMGI2BVy0QdiNLf" alt=""><figcaption></figcaption></figure>

   * **Pricing:** The pricing fields will auto-fill according to the selected service, with one-time or subscription-based pricing options.
   * **Duration:** Specify the duration of the service (e.g., day, week, month, year).
   * **Quantity:** Enter the number of services being proposed.
   * **Budget & Currency:** Provide your preferred budget for negotiation and select the currency.
   * **Terms and Conditions:** Include any terms and conditions relevant to the proposal.

   <figure><img src="/files/CaIUUuxaylT0lozM41v5" alt=""><figcaption></figcaption></figure>
4. **Create and Send Proposal**

   * Click the "Create" button to finalize and send the proposal.

   <figure><img src="/files/pOBUqg26BEsvq8Ft30s6" alt=""><figcaption></figcaption></figure>

   * The proposal will be created and sent to the client or agency.

   <figure><img src="/files/aiYEUWcosguQQY3qEVtx" alt=""><figcaption></figcaption></figure>

   * Access the sent proposal from the "Received" section within the Proposal tab.

   <figure><img src="/files/uV74cb5fITrzkGN0ugKv" alt=""><figcaption></figcaption></figure>

   * You can accept/ reject/download from here.

   <figure><img src="/files/RLMabAnAJRItpzNhFjXg" alt=""><figcaption></figcaption></figure>

   * If you accept, click the Accept and Download buttons to download it for further action.

   <figure><img src="/files/TYpySo1YVtHCF5SgFVaZ" alt=""><figcaption></figcaption></figure>

### **Important Notes**

* **Service Packages:** Select the appropriate package for accurate pricing and details if the service includes multiple packages.
* **Attachments:** Ensure the attachments are relevant within the 1 GB file size limit.
* **Pricing and Duration:** Double-check that the auto-filled pricing and duration details are correct before finalizing the proposal.
* **Budget & Currency:** Specify the budget and currency to facilitate smooth negotiations.
* **Terms and Conditions:** Include all necessary terms and conditions to avoid future disputes.
* Clients can only accept/reject proposals.


---

# Agent Instructions: Querying This Documentation

If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question.

Perform an HTTP GET request on the current page URL with the `ask` query parameter:

```
GET https://docs.agencyhandy.com/english/agencyhandy-user-guide-for-agency/proposal/sending-a-proposal-with-specific-package.md?ask=<question>
```

The question should be specific, self-contained, and written in natural language.
The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.