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Create a Proposal
Learn how to create a proposal step-by-step.
By Erro Support | 01/25/2026
1. Create Your Propsal
Start by navigating to the proposals section. If you wish to create a final proposal, click the 'Create Proposal' button in the top right corner. If you wish to create a draft proposal, click the 'Draft Proposals' tab and click 'Create Draft Proposal'.
2. Select an Estimate/Change Order
Select an estimate or change order to create a proposal from, then click create proposal in the bottom right corner.
3. Choose a Proposal Template
Select a proposal template that you wish to use for the proposal from the selector in the top right corner.
4. Name and Create Your Proposal
Enter a name for your proposal to help you identify it later. Then click the 'Create Proposal' button to create the proposal.
5. Your Proposal is Created
Return to the proposals section to view your newly created proposal.
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