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To build your budget, add individual cost items or groups from your catalog. After setting quantities and verifying costs, the sales price is auto-calculated based on your target profit margin. Navigation is user-friendly with keyboard shortcuts, in-line editing, and drag-and-drop features. For unique job items, you can easily add the name and details without leaving the screen. Creating a proposal involves selecting a document template, choosing items to include, and previewing the document instantly. Document branding can be customized with your logo and colors. You can also adjust settings to hide line-item costs, quantities, or entire line items, and edit issued and due dates.