# Prepare and review a client proposal

> Choose products, check pricing, and inspect the generated PDF.

Web guide: https://docs.casamakes.com/guides/proposals/

Last reviewed: 2026-11-01

## Where to go

Project → Proposals → New proposal

## Before you start

- Reviewed project products and client details.
- At least one included item.

## Step by step

1. **Choose the proposal**

   Open New proposal or select an existing proposal. Give it a useful name and review the client and company details.

2. **Review the line items**

   In Items, check included products, quantities, Trade price, per-item shipping, and markup overrides. Existing proposals retain saved item values; project-card changes do not refresh them.

3. **Check the pricing**

   Client prices use Trade plus the resolved markup. Discount applies to merchandise. Per-item shipping is added after the merchandise discount, and tax applies to the resulting amount including shipping. Verify the displayed totals.

4. **Run and review**

   Choose Run or Run (regenerate) to save and generate the PDF. Wait for Ready, then inspect Preview and Download. Editing fields alone does not update the saved PDF.

5. **Check again before sending**

   The Email client action sends to the saved client address. Regenerate after changing the address, items, or pricing, and check the updated file before sending.

## Retail, Trade and No markup

Retail is a reference price. Trade is your editable cost per unit and initially matches Retail. Enter your actual cost if different. Client price adds the applicable markup. No markup uses 0% for that item.

Trade costs and markup percentages are not printed on the client PDF.

## If the PDF is not ready

Run requires at least one included item. If generation fails, read the error, correct the proposal and choose Run (regenerate). Email client is available after generation completes.

Preview appears beside the form on wider screens and as a tab on narrower screens. Use Download if the PDF will not display inline.

## Check the result

The saved proposal and PDF contain the intended client, selections, and totals.

## Note

A proposal is a document. Generating it is not a payment or supplier order.

## Tutorial

[Video](https://docs.casamakes.com/proposals/tutorial.mp4) · [Transcript](https://docs.casamakes.com/proposals/transcript.txt)

## Related guides

- [Review and correct product details](https://docs.casamakes.com/guides/review-products/index.md)
- [Export and inspect an FF&E schedule](https://docs.casamakes.com/guides/export-schedules/index.md)
- [Understand project and workspace access](https://docs.casamakes.com/guides/sharing/index.md)