This feature allows you to prepare a proposal now and schedule it to be sent at a specific time in the future. This is perfect for coordinating with client timelines and planning ahead.
How to Schedule a Proposal:
Create your proposal as usual.
Click the menu next to the Send button at the bottom right and select Schedule Proposal.
Choose the date and time you’d like the proposal to be sent.
Confirm
Your proposal will remain on the Drafts page until the scheduled time, when it will be sent automatically.
Canceling a Scheduled Proposal:
If you need to cancel a scheduled proposal before it’s sent:
Go to the Drafts page.
Find the scheduled proposal you want to cancel.
Click the three-dot menu and select Cancel Scheduling.
The proposal will remain in your drafts, and you can either reschedule or edit it.