Step 1: In the Dashboard, locate and select the "Sales" section.
Step 2: Inside the Sales section, find and click on " Proposals.".
Step 3: Then Click on “New Proposal”.
Step 4: In the New Proposal form, locate the "Subject" box.
Step 5: Enter the company name or a relevant subject for the proposal.
Step 6: In the "Related" box field, specify whether this proposal is associated with a Lead or a Customer.
Step 7: Choose the date for the proposal.
Step 8: Input the currency to be used for the proposal.
Step 9: In the "TO" field box, enter the name of the person responsible for following up with the customer or lead.
Step 10: Enter the email address related to the proposal and click on "Add Items" to input the products or items associated with the proposal.
Step 11: "Click Save" to save the proposal without sending it or "Click Save & Send" to save the proposal and send it to the intended recipient.