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Creating Proposals & Estimates in LevelUp Masters

This tutorial explains how to use the Proposals & Estimates tool to send professional quotes and agreements. You’ll learn how to customize documents, deliver them to clients, and track their status in real time.

The Proposals & Estimates feature in LevelUp Masters helps you present offers in a polished and professional way. You can create customizable documents with service descriptions, pricing tables, and terms, then deliver them digitally for client review. Clients can approve or request changes online, reducing delays and keeping everything documented in one place. This feature not only saves time but also increases credibility, helping you close deals faster and more efficiently.

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