Help Center / Proposals and contracts /
Proposal settings
Global proposal settings control the feature toggle, numbering format, and auto-invoice behaviour for all proposals. These settings apply workspace-wide. Per-proposal options like expiry dates, signature requirements, and auto-project creation are configured on each individual proposal, not here.
Feature toggle
The top of the proposals settings page has an on/off switch that enables or disables proposals for the entire workspace. When turned off, proposals are hidden from the main menu and no one on the team can create new ones. Turning it on makes the feature available again.
Proposal number (ID)
Proposals follow a sequential numbering system with a configurable prefix. The prefix (e.g., "PROP-" or "2026-") prepends every proposal number, and the starting number can be set to any value. New proposals receive the next number in the sequence automatically. Setting the starting number is useful when migrating from another tool, so numbering continues without gaps.
Auto invoicing
The auto invoicing section controls what happens when a proposal is accepted and an invoice is generated automatically. Two settings are available:
- Default template: pick the invoice template to use when an invoice is automatically generated from a proposal. This sets the layout and defaults for every auto-created invoice.
- Proposal name in invoice: choose whether to append the proposal name to the auto-created invoice. Options are: don't add proposal name, add proposal name to invoice title, or add proposal name to invoice title and number (e.g., INV-001 (Proposal Name)).
