Fill the fields — the proposal updates live. Then Print → Save as PDF.
How this works: ① Fill the form — the proposal builds itself. ② Copy client link publishes it at a permanent short link — send that on WhatsApp (or Print → PDF for email). ③ Every published proposal appears below under Published — on every Mac, forever. Click one to load it back into the editor exactly as sent.
Which plan to send? Default is 12-month — always lead with one recommendation. Use "comparison" only when the client explicitly asked to see both.
Monthly payments: never in the proposal. If a client needs instalments, discuss it verbally and close upfront-first.
Country sets currency and pricing. GST is India-only; international invoices go as export of services.
"Copy client link" publishes this exact version at a permanent short link (proposal.pixelizt.com/p/…). Sent links never change — republishing after edits creates a fresh link.
Saved proposals live in this browser. To share with a teammate: Export all → send the file → Import.