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See how to create a proposal with Jotform

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Jotform Proposal Creator Demo

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Ecem Seçkin Gökyer

Updated: Aug 09, 2024

Description

Click through a step-by-step, interactive demo walkthrough of Jotform, powered by Supademo.

Steps

1
See how to create a proposal with Jotform
2
Sign up for Jotform.
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Type your email.
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Fill in the name and password.
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Click on "Create Your Proposal".
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Video step
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Click on "Preview".
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Click on "Use Template".
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Click on "Edit Template" to edit your proposal.
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Video step
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Double-click on the text box you want to revise in your proposal.
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Click "Save" after making the necessary revisions.
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Here is the text you added.
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Click "Add Form Element" to add more fields to your proposal.
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Video step
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Once you review the content of your proposal, you can add or remove some elements. To add a new element to your proposal, you can choose the right element that fits your needs. For example, in this case, you may want to add a date field to the text you have just added.
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Video step
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You can now select who will fill out this field and add a new person from here.
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In this case, since this field needs to be filled out by the client select "client".
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Click "PDF Designer" icon to design your proposal.
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You can change the background and font.
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Click on "Preview Document" to see the final version of your proposal before sending it.
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You can preview your proposal from both your and the client's viewpoint.
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Type the names and emails of the relevant parties for signing your proposal.
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Click on "Track" to see the signing status of your proposal.
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You can track the signing status of your proposal here.
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Step 27
Jotform Proposal Creator Demo