# 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="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FCmEowqFUtdE7hiwaoH8P%2FScreenshot_276.png?alt=media&#x26;token=0cbd4401-d485-4a64-97b4-6d4bc2a4833f" 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="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FBtGV34NMhVbIcBxnL1uc%2FScreenshot_277.png?alt=media&#x26;token=d8ce0f72-ef92-4b04-801a-22c9cf6860d4" 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="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FP5ZnqEbIZjuADovyq0L8%2FScreenshot_278.png?alt=media&#x26;token=fdb99d72-e686-4417-9880-f57b0c6a69c1" 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="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FmP12ycAYsrHSyEFK8LBS%2FScreenshot_279.png?alt=media&#x26;token=88ee1998-4d2b-41f1-b090-3a4f2b854220" alt=""><figcaption></figcaption></figure>
4. **Create and Send Proposal**

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

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FKnY0O0ZdJVC3cTAYlfGX%2FScreenshot_280.png?alt=media&#x26;token=4b611d99-354d-4220-a1af-de7039e8f2cf" alt=""><figcaption></figcaption></figure>

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

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2F6cF3sv3SECzDxZbZt5s1%2FScreenshot_281.png?alt=media&#x26;token=3f08c1f3-bac5-46b4-8ca9-26f9bab33219" alt=""><figcaption></figcaption></figure>

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

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FNqk9MiUIzphBEyQJMveK%2FScreenshot_283.png?alt=media&#x26;token=891edd32-35b5-4205-be45-8fc326fc7a5c" alt=""><figcaption></figcaption></figure>

   * You can accept/ reject/download from here.

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FSLuu9jWRyryUJTdcr35L%2FScreenshot_284.png?alt=media&#x26;token=326bc161-d5b2-45ac-a06f-c155d4175f4e" alt=""><figcaption></figcaption></figure>

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

   <figure><img src="https://842362573-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FiedbxyF6rrnGBuHuFME1%2Fuploads%2FhGmdgEthKm8QMSCAmOtO%2FScreenshot_285.png?alt=media&#x26;token=bdfdbd2b-db6b-40b4-9222-ee736721e6a4" 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.