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Intermediate3 minutes

Generate a Kenya-format proposal in under 5 minutes

Create and download a professional sales proposal.

When you finish this tutorial:

You have generated and downloaded a complete proposal.

Steps (8)

  1. 1

    Open Documents from the More tab.

  2. 2

    Select "Sales Proposal" template.

  3. 3

    Select the target company from your pipeline.

  4. 4

    Review pre-filled fields — correct any that need updating.

  5. 5

    Complete the required fields: service description, amount, delivery timeline, validity period.

  6. 6

    Preview the document.

  7. 7

    Download the document (HTML — print to PDF from your browser if needed).

  8. 8

    Checkpoint: Document downloaded, formatted correctly, company logo present.

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