Proposal Generator

Proposal Generator FAQs

• How do I create a proposal with Harvest?
  You can create a proposal by selecting your tracked time and expenses, then inputting details into a structured format. It helps in generating accurate estimates.
• Can I customize the layout of my proposals?
  Yes, you can customize your proposals by adding your logo and adjusting the layout to fit your brand and client preferences.
• How does Harvest manage project timelines?
  Harvest enables you to set up projects with start and end dates, and you can track the time spent on each project. However, it doesn't provide advanced Gantt chart features or detailed project management capabilities; it focuses mainly on time tracking and invoicing.
• Is there a free version of the proposal generator?
  Harvest offers a free trial, allowing you to test the proposal generator along with other features before committing to a subscription.
• How do I send proposals to clients?
  Once you've created your proposal, you can send it directly from Harvest, allowing clients to review and respond easily.
• Is there a way to track expenses related to projects in Harvest?
  Yes, Harvest allows you to log expenses associated with specific projects. You can categorize these expenses and include them in your invoices, helping you to bill clients accurately for any costs incurred during the project.
• What limitations should I know about?
  Harvest's proposal generator doesn't support dynamic template variables, meaning you can't auto-fill fields like client names in the proposal title.