Ask · proposals

What is a proposal in Rook Dots?

A proposal is a quote sent to a client with line items, a currency, and payment terms, moving through four states: draft, sent, approved, rejected. Approved proposals flow into a project.

Answer

A proposal is a quote sent to a client with line items, a currency, and payment terms, moving through four states: draft, sent, approved, rejected. Approved proposals flow into a project.

Related questions

People also ask.

What is an invoice in Rook Dots?

An invoice is a bill sent to a client for work done, with line items, a currency, a payment term, and five lifecycle states: draft, sent, paid, overdue, cancelled. Invoices sync two ways with Zoho Books.

Back to all questions

Ask Kai inside the product.

Start freeVisit ask