Help centre / Win work
Client brief requests
Send clients a questionnaire before writing the proposal.
Available on Pro and Agency
What it is
A set of questions you send to the client so you understand the job before pricing it.
When to use it
- The scope is unclear.
- Every new job follows the same discovery questions.
How to do it
- From a proposal, choose Request brief.
- Pick or customise the questions.
- The client answers through a private link; answers appear on the proposal.
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