# Proposals — Send & Convert to Invoice

_Finance_

Build branded proposals (line items, milestones, terms, signature block) and send to clients. Once accepted, convert to an invoice in one click.

## Steps
1. Go to Proposals (sidebar > Proposals; requires Finance suite).
2. Click "+ New Proposal" — pick a template or start blank.
3. Add line items, milestones (optional), and an expiry date.
4. Click "✨ AI Generate" to draft the proposal copy from a project description.
5. Send via email — the client opens the proposal page, can accept/decline online.
6. On acceptance, click "Convert to Invoice" to spin up an invoice with the proposal's line items pre-filled.

## Tips
- Proposals expire automatically; expired proposals can be reopened.
- Track open + view events on the proposal detail page.

## Example
A consultant lands a discovery call with a fintech. Within an hour she opens Proposals, types the project description ("3-month engagement: API audit, security review, monthly check-ins, $24K total"), clicks ✨ AI Generate. The proposal — line items, milestones, terms — is ready in 30 seconds. She edits one paragraph, sends it, and the prospect accepts the next morning. One click converts it to an invoice with the milestone schedule already broken into 3 payments.