Before you send the offer to the customer for review and approval you can create a draft of your offer.
To create a new offer draft click "New Project"
Select a Customer
Choose an existing customer or Add a new customer
Describe the service delivered
Add a description so that your customer knows what is the service provided by you
Set the dates
Start date - The date the service started
End date - The date the service end
Set quantity and pricing
Choose how billing works from the options: Hourly, Daily, Weekly, Monthly, or Per Piece.
Save the draft
Your project draft is now saved and it is ready to "Send the offer to the customer"