Offers
Prepare, preview and email a website proposal.
Offers
The Offers screen is for preparing a responsive website proposal before the work is agreed. The visual builder replaces the former classic editor in the full edition. It supports reusable content blocks, columns, rich text, images and sanitized SVG icons, with drag-and-drop ordering and responsive preview.
Start with the customer, offer date and proposal identity, then add and arrange the blocks needed for the proposal. Multiple blocks can be stacked in the same column. Use the available typography, colour, spacing and layout controls deliberately and preview desktop and smaller layouts before saving.
Open Preview to check the customer-facing proposal, including displayed prices and tax wording. Offers can be approved online through a protected link, and the browser-native print workflow can produce the PDF without the former bundled Dompdf library. Sending or approving an offer does not create a project, activate a recurring service or record a payment automatically.
Example
Prepare a redesign proposal for an existing customer. Enter the build and hosting prices, describe the included pages and revisions, save, preview, and send the PDF to the verified address. After the customer agrees, create the Project and set up any ongoing Service separately. Confirm the payment arrangement in the customer profile; sending the offer has not marked it paid.
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