Proposals

00:00 - Proposal Overview
00:20 - Proposal Alternatives
01:31 - Create A Proposal
02:19 - Creating a Proposal Alternative
03:12 - Managing and Customizing Proposals
03:27 - Sending the Proposal
04:08 - Final Thoughts

Learn how to create and send detailed proposals in Check Cherry—including the new feature that lets clients choose between multiple package options.

In this step-by-step video, we’ll walk you through everything from customizing the proposal layout to collecting payment and signatures. Whether you're sending a basic proposal or offering tiered packages, Check Cherry makes it easy to close the deal.