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once your proposal template is ready and youve tested it in a sample project once or twice head over to a specific project to use it with a real client just like any other form you can select the correct proposal template from the drop down menu and then youll see the preview window click add to copy this proposal into the project if you attached a contract you should see the contract appear in the project sidebar as well once youve made a copy of The Proposal you can click edit if you need to adjust it or click Send if its ready to go clicking send will bring up the email composer with the default send form email template thats linked to the proposal as usual you can swap this email with a different canned email template if appropriate once the email looks good hit send and youre done