Proposals & Budgets
How to manage budgets and proposals in Allfred
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)?