Proposals Overview

Create and manage professional proposals for clients.

Proposals

Create professional proposals to win new business. ORKA helps you craft compelling proposals with AI assistance.

Proposal Features

  • AI Generator - Create proposals with AI
  • Templates - Save and reuse proposal formats
  • E-signatures - Get approvals digitally
  • Tracking - Know when clients view proposals

Creating a Proposal

  1. Go to Projects or Clients
  2. Click New Proposal
  3. Choose a template or start from scratch
  4. Add sections and details
  5. Send to client

Next Steps

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