Proposals & Budgets
How to manage budgets and proposals in Allfred
By Alexandra and 1 other2 authors20 articles
- Creating a project from an approved budget proposal
- How to create a Budget or Budget Proposal?
- Work with Quotes section: Budgets overview, downloading PDF, rate cards and commissions
- How to apply discount in budget?
- How to set up default and client rate cards (hourly rates)?
- How to set up a repetitive budget items?
- How do you create a barter or zero-value item in the project?
- How to delete budget or unassign from project?
- How to duplicate a budget?
- How to add a new budget to the same project? (multiple budgets in one project)
- Agency Summary for Gross Income in Budgeting
- Role-based Access to Budgets and Proposals in the Budgets Section
- How can I set the buy price value to zero?
- How do man-days and man-hours work in Allfred?
- How can I edit or create new rate cards without affecting existing budgets?
- How to create a Quote and send it to a client?
- How to download a budget in PDF (Quote)?
- How to Set Up Automatic Disclaimer Translation in Quotes
- How to Create a Budget Template
- How to Set Up Invoice Attachment Name Templates