[{"data":1,"prerenderedAt":767},["ShallowReactive",2],{"doc:\u002Fv\u002F2026.3\u002Ffinance\u002Fimport-a-proposal":3},{"_path":4,"_dir":5,"_draft":6,"_partial":6,"_locale":7,"title":8,"description":9,"section":10,"version":11,"lastUpdated":12,"body":13,"_type":761,"_id":762,"_source":763,"_file":764,"_stem":765,"_extension":766},"\u002Fv\u002F2026.3\u002Ffinance\u002Fimport-a-proposal","finance",false,"","Import a proposal from a PDF or image","Upload a PDF, PNG or JPEG of a proposal from HoneyBook, Dubsado or another tool, let AI rebuild it as a template, review it, and save it.","Revenue","2026.3","2026-10-31",{"type":14,"children":15,"toc":752},"root",[16,39,51,58,107,112,271,276,282,374,384,417,423,440,458,514,525,531,580,586,725],{"type":17,"tag":18,"props":19,"children":20},"element","p",{},[21,24,30,32,37],{"type":22,"value":23},"text","To bring a proposal over from another tool, choose ",{"type":17,"tag":25,"props":26,"children":27},"strong",{},[28],{"type":22,"value":29},"Import a proposal",{"type":22,"value":31}," and pick a PDF or a picture of the proposal you sent clients. AI reads the file once and rebuilds it as a draft template. You review it, remove what you don't want, and nothing is saved until you select ",{"type":17,"tag":25,"props":33,"children":34},{},[35],{"type":22,"value":36},"Save as template",{"type":22,"value":38},".",{"type":17,"tag":18,"props":40,"children":41},{},[42,44,49],{"type":22,"value":43},"Plans: Import a proposal starts on Cadet. Without it, the sheet shows ",{"type":17,"tag":25,"props":45,"children":46},{},[47],{"type":22,"value":48},"Importing a proposal comes with",{"type":22,"value":50}," your required plan instead of the upload step.",{"type":17,"tag":52,"props":53,"children":55},"h2",{"id":54},"before-you-start",[56],{"type":22,"value":57},"Before you start",{"type":17,"tag":59,"props":60,"children":61},"ul",{},[62,90,95],{"type":17,"tag":63,"props":64,"children":65},"li",{},[66,68,73,75,80,82,89],{"type":22,"value":67},"You need the ",{"type":17,"tag":25,"props":69,"children":70},{},[71],{"type":22,"value":72},"manage templates",{"type":22,"value":74}," permission for proposals. Importing always ends in a saved template. Without it, the entry points are disabled and show ",{"type":17,"tag":25,"props":76,"children":77},{},[78],{"type":22,"value":79},"Needs permission. Ask an admin.",{"type":22,"value":81}," Nothing is uploaded or charged. See ",{"type":17,"tag":83,"props":84,"children":86},"a",{"href":85},"\u002Fv\u002F2026.3\u002Fadmin\u002Fteam-access-and-permissions\u002F",[87],{"type":22,"value":88},"Team access and permissions",{"type":22,"value":38},{"type":17,"tag":63,"props":91,"children":92},{},[93],{"type":22,"value":94},"The file must be a PDF, PNG or JPEG, up to 10 MB. In Word or Pages, use Export or Save as PDF first.",{"type":17,"tag":63,"props":96,"children":97},{},[98,100,106],{"type":22,"value":99},"Reading the file uses AI usage, and your workspace needs some left. See ",{"type":17,"tag":83,"props":101,"children":103},{"href":102},"\u002Fv\u002F2026.3\u002Fautomation\u002Ftokens-and-ai-billing\u002F",[104],{"type":22,"value":105},"Tokens and AI billing",{"type":22,"value":38},{"type":17,"tag":52,"props":108,"children":110},{"id":109},"import-a-proposal",[111],{"type":22,"value":29},{"type":17,"tag":113,"props":114,"children":115},"ol",{},[116,180,198,231,250,261],{"type":17,"tag":63,"props":117,"children":118},{},[119,121],{"type":22,"value":120},"Open the import from any of these places:\n",{"type":17,"tag":59,"props":122,"children":123},{},[124,146,157],{"type":17,"tag":63,"props":125,"children":126},{},[127,132,134,139,141,145],{"type":17,"tag":25,"props":128,"children":129},{},[130],{"type":22,"value":131},"Settings → Sales → Proposals",{"type":22,"value":133},", in the ",{"type":17,"tag":25,"props":135,"children":136},{},[137],{"type":22,"value":138},"Templates",{"type":22,"value":140}," section, with ",{"type":17,"tag":25,"props":142,"children":143},{},[144],{"type":22,"value":29},{"type":22,"value":38},{"type":17,"tag":63,"props":147,"children":148},{},[149,151,155],{"type":22,"value":150},"The template picker when you start a new proposal, on the ",{"type":17,"tag":25,"props":152,"children":153},{},[154],{"type":22,"value":29},{"type":22,"value":156}," row.",{"type":17,"tag":63,"props":158,"children":159},{},[160,162,167,169,173,175],{"type":22,"value":161},"The ",{"type":17,"tag":25,"props":163,"children":164},{},[165],{"type":22,"value":166},"Proposals",{"type":22,"value":168}," list when it has no proposals yet. Select ",{"type":17,"tag":25,"props":170,"children":171},{},[172],{"type":22,"value":29},{"type":22,"value":174}," under ",{"type":17,"tag":25,"props":176,"children":177},{},[178],{"type":22,"value":179},"Switching from HoneyBook or Dubsado?",{"type":17,"tag":63,"props":181,"children":182},{},[183,185,190,192,197],{"type":22,"value":184},"Choose the file. On a computer the area says ",{"type":17,"tag":25,"props":186,"children":187},{},[188],{"type":22,"value":189},"Drop a proposal here",{"type":22,"value":191},", and you can also choose a file from your computer. On a phone or tablet it says ",{"type":17,"tag":25,"props":193,"children":194},{},[195],{"type":22,"value":196},"Choose a proposal file",{"type":22,"value":38},{"type":17,"tag":63,"props":199,"children":200},{},[201,203,208,210,215,217,222,224,229],{"type":22,"value":202},"Optional: under ",{"type":17,"tag":25,"props":204,"children":205},{},[206],{"type":22,"value":207},"Where is it from? (optional)",{"type":22,"value":209},", pick ",{"type":17,"tag":25,"props":211,"children":212},{},[213],{"type":22,"value":214},"HoneyBook",{"type":22,"value":216},", ",{"type":17,"tag":25,"props":218,"children":219},{},[220],{"type":22,"value":221},"Dubsado",{"type":22,"value":223}," or ",{"type":17,"tag":25,"props":225,"children":226},{},[227],{"type":22,"value":228},"Something else",{"type":22,"value":230},". This helps the reader understand the layout. It never changes the price.",{"type":17,"tag":63,"props":232,"children":233},{},[234,236,241,243,248],{"type":22,"value":235},"The file uploads first. ",{"type":17,"tag":25,"props":237,"children":238},{},[239],{"type":22,"value":240},"Uploading does not use AI usage.",{"type":22,"value":242}," Then ",{"type":17,"tag":25,"props":244,"children":245},{},[246],{"type":22,"value":247},"Rebuilding your proposal…",{"type":22,"value":249}," shows, usually under a minute.",{"type":17,"tag":63,"props":251,"children":252},{},[253,255,260],{"type":22,"value":254},"Check the result (see the next section). You can rename it under ",{"type":17,"tag":25,"props":256,"children":257},{},[258],{"type":22,"value":259},"Template name",{"type":22,"value":38},{"type":17,"tag":63,"props":262,"children":263},{},[264,266,270],{"type":22,"value":265},"Select ",{"type":17,"tag":25,"props":267,"children":268},{},[269],{"type":22,"value":36},{"type":22,"value":38},{"type":17,"tag":18,"props":272,"children":273},{},[274],{"type":22,"value":275},"We read the file once to rebuild it, then delete it.",{"type":17,"tag":52,"props":277,"children":279},{"id":278},"review-what-was-rebuilt",[280],{"type":22,"value":281},"Review what was rebuilt",{"type":17,"tag":18,"props":283,"children":284},{},[285,290,292,297,298,303,304,309,310,315,316,321,322,327,329,334,336,341,342,347,348,353,354,359,361,366,368,372],{"type":17,"tag":25,"props":286,"children":287},{},[288],{"type":22,"value":289},"What we rebuilt",{"type":22,"value":291}," lists the blocks found, for example ",{"type":17,"tag":25,"props":293,"children":294},{},[295],{"type":22,"value":296},"Cover page",{"type":22,"value":216},{"type":17,"tag":25,"props":299,"children":300},{},[301],{"type":22,"value":302},"Header",{"type":22,"value":216},{"type":17,"tag":25,"props":305,"children":306},{},[307],{"type":22,"value":308},"Text block",{"type":22,"value":216},{"type":17,"tag":25,"props":311,"children":312},{},[313],{"type":22,"value":314},"Pricing",{"type":22,"value":216},{"type":17,"tag":25,"props":317,"children":318},{},[319],{"type":22,"value":320},"Totals",{"type":22,"value":216},{"type":17,"tag":25,"props":323,"children":324},{},[325],{"type":22,"value":326},"Timeline",{"type":22,"value":328}," and ",{"type":17,"tag":25,"props":330,"children":331},{},[332],{"type":22,"value":333},"Terms",{"type":22,"value":335},". Pricing shows packages marked ",{"type":17,"tag":25,"props":337,"children":338},{},[339],{"type":22,"value":340},"Pick one",{"type":22,"value":216},{"type":17,"tag":25,"props":343,"children":344},{},[345],{"type":22,"value":346},"Add-ons",{"type":22,"value":216},{"type":17,"tag":25,"props":349,"children":350},{},[351],{"type":22,"value":352},"Optional",{"type":22,"value":328},{"type":17,"tag":25,"props":355,"children":356},{},[357],{"type":22,"value":358},"Included",{"type":22,"value":360},". Use ",{"type":17,"tag":25,"props":362,"children":363},{},[364],{"type":22,"value":365},"Remove",{"type":22,"value":367}," on a block you don't want, and a note confirms it was removed. ",{"type":17,"tag":25,"props":369,"children":370},{},[371],{"type":22,"value":320},{"type":22,"value":373}," are worked out from the line items.",{"type":17,"tag":18,"props":375,"children":376},{},[377,382],{"type":17,"tag":25,"props":378,"children":379},{},[380],{"type":22,"value":381},"Things to check",{"type":22,"value":383}," can show notes about what was not carried over:",{"type":17,"tag":59,"props":385,"children":386},{},[387,397,407],{"type":17,"tag":63,"props":388,"children":389},{},[390,395],{"type":17,"tag":25,"props":391,"children":392},{},[393],{"type":22,"value":394},"Images were not imported",{"type":22,"value":396},": photos and logos stay out of templates. Add yours in the editor.",{"type":17,"tag":63,"props":398,"children":399},{},[400,405],{"type":17,"tag":25,"props":401,"children":402},{},[403],{"type":22,"value":404},"Tax of N% found",{"type":22,"value":406},": set it on the line items after you save. No tax code is guessed.",{"type":17,"tag":63,"props":408,"children":409},{},[410,415],{"type":17,"tag":25,"props":411,"children":412},{},[413],{"type":22,"value":414},"Prices read as",{"type":22,"value":416}," a currency code: shown when the proposal's currency differs from your workspace's. Check the amounts before you use the template.",{"type":17,"tag":52,"props":418,"children":420},{"id":419},"after-you-save",[421],{"type":22,"value":422},"After you save",{"type":17,"tag":18,"props":424,"children":425},{},[426,431,433,438],{"type":17,"tag":25,"props":427,"children":428},{},[429],{"type":22,"value":430},"Template saved",{"type":22,"value":432}," confirms it is in your templates, under ",{"type":17,"tag":25,"props":434,"children":435},{},[436],{"type":22,"value":437},"Settings → Sales → Proposals → Templates",{"type":22,"value":439}," and when you start a new proposal.",{"type":17,"tag":18,"props":441,"children":442},{},[443,445,449,451,456],{"type":22,"value":444},"If notes were shown in ",{"type":17,"tag":25,"props":446,"children":447},{},[448],{"type":22,"value":381},{"type":22,"value":450},", the template stays marked ",{"type":17,"tag":25,"props":452,"children":453},{},[454],{"type":22,"value":455},"Needs setup",{"type":22,"value":457}," with the number of steps left.",{"type":17,"tag":113,"props":459,"children":460},{},[461,478,509],{"type":17,"tag":63,"props":462,"children":463},{},[464,465,470,472,476],{"type":22,"value":265},{"type":17,"tag":25,"props":466,"children":467},{},[468],{"type":22,"value":469},"Open template to finish",{"type":22,"value":471},", or the ",{"type":17,"tag":25,"props":473,"children":474},{},[475],{"type":22,"value":455},{"type":22,"value":477}," tag on the template.",{"type":17,"tag":63,"props":479,"children":480},{},[481,483,488,490,495,496,501,502,507],{"type":22,"value":482},"Under ",{"type":17,"tag":25,"props":484,"children":485},{},[486],{"type":22,"value":487},"Finish setting up",{"type":22,"value":489},", tick each step when it's done, for example ",{"type":17,"tag":25,"props":491,"children":492},{},[493],{"type":22,"value":494},"Set the N% tax on the line items",{"type":22,"value":216},{"type":17,"tag":25,"props":497,"children":498},{},[499],{"type":22,"value":500},"Add your cover photo and logo",{"type":22,"value":223},{"type":17,"tag":25,"props":503,"children":504},{},[505],{"type":22,"value":506},"Check the prices, read as",{"type":22,"value":508}," the code.",{"type":17,"tag":63,"props":510,"children":511},{},[512],{"type":22,"value":513},"The tag goes away when none are left.",{"type":17,"tag":18,"props":515,"children":516},{},[517,518,523],{"type":22,"value":265},{"type":17,"tag":25,"props":519,"children":520},{},[521],{"type":22,"value":522},"Use it in a new proposal",{"type":22,"value":524}," to start a proposal from the template.",{"type":17,"tag":52,"props":526,"children":528},{"id":527},"what-it-costs",[529],{"type":22,"value":530},"What it costs",{"type":17,"tag":59,"props":532,"children":533},{},[534,539,551,563,575],{"type":17,"tag":63,"props":535,"children":536},{},[537],{"type":22,"value":538},"Uploading is free.",{"type":17,"tag":63,"props":540,"children":541},{},[542,544,549],{"type":22,"value":543},"Reading counts toward your AI usage once, as ",{"type":17,"tag":25,"props":545,"children":546},{},[547],{"type":22,"value":548},"one read per proposal",{"type":22,"value":550},". It is not charged if the file can't be read.",{"type":17,"tag":63,"props":552,"children":553},{},[554,556,561],{"type":22,"value":555},"Reviewing and saving are free. ",{"type":17,"tag":25,"props":557,"children":558},{},[559],{"type":22,"value":560},"Used 1 proposal read · Saving is free",{"type":22,"value":562}," shows on the review screen.",{"type":17,"tag":63,"props":564,"children":565},{},[566,568,573],{"type":22,"value":567},"A read that was already used is not repeated by retrying. If the result isn't usable, the sheet offers ",{"type":17,"tag":25,"props":569,"children":570},{},[571],{"type":22,"value":572},"Try another file",{"type":22,"value":574}," instead.",{"type":17,"tag":63,"props":576,"children":577},{},[578],{"type":22,"value":579},"If you close the sheet and choose the same file again within 30 minutes, the result comes back without another read.",{"type":17,"tag":52,"props":581,"children":583},{"id":582},"troubleshooting",[584],{"type":22,"value":585},"Troubleshooting",{"type":17,"tag":59,"props":587,"children":588},{},[589,599,609,619,629,639,649,659,683,693,703,713],{"type":17,"tag":63,"props":590,"children":591},{},[592,597],{"type":17,"tag":25,"props":593,"children":594},{},[595],{"type":22,"value":596},"That file is too big",{"type":22,"value":598},": the file is over 10 MB. Export a smaller PDF or fewer pages, then choose it again.",{"type":17,"tag":63,"props":600,"children":601},{},[602,607],{"type":17,"tag":25,"props":603,"children":604},{},[605],{"type":22,"value":606},"We can't read that type of file",{"type":22,"value":608},": choose a PDF, PNG or JPEG.",{"type":17,"tag":63,"props":610,"children":611},{},[612,617],{"type":17,"tag":25,"props":613,"children":614},{},[615],{"type":22,"value":616},"This doesn't look like a proposal",{"type":22,"value":618},": no prices or proposal sections were found. It works best with a proposal or quote you sent to a client. Nothing is charged.",{"type":17,"tag":63,"props":620,"children":621},{},[622,627],{"type":17,"tag":25,"props":623,"children":624},{},[625],{"type":22,"value":626},"We couldn't read this file",{"type":22,"value":628},": the text may be too small or blurry, or the file is locked. Try a PDF exported straight from HoneyBook, or a full-size screenshot.",{"type":17,"tag":63,"props":630,"children":631},{},[632,637],{"type":17,"tag":25,"props":633,"children":634},{},[635],{"type":22,"value":636},"The upload didn't finish",{"type":22,"value":638},": check your connection and try again.",{"type":17,"tag":63,"props":640,"children":641},{},[642,647],{"type":17,"tag":25,"props":643,"children":644},{},[645],{"type":22,"value":646},"The import didn't finish",{"type":22,"value":648},": something went wrong while rebuilding it. Nothing is charged.",{"type":17,"tag":63,"props":650,"children":651},{},[652,657],{"type":17,"tag":25,"props":653,"children":654},{},[655],{"type":22,"value":656},"We couldn't confirm the result",{"type":22,"value":658},": the connection dropped before the answer came back. Trying again may use AI usage a second time, so check your AI usage first.",{"type":17,"tag":63,"props":660,"children":661},{},[662,667,669,674,676,681],{"type":17,"tag":25,"props":663,"children":664},{},[665],{"type":22,"value":666},"You're out of AI usage",{"type":22,"value":668},": your file is kept until you close the sheet. Select ",{"type":17,"tag":25,"props":670,"children":671},{},[672],{"type":22,"value":673},"Add AI usage",{"type":22,"value":675},", then it reads again. If you aren't the workspace owner, select ",{"type":17,"tag":25,"props":677,"children":678},{},[679],{"type":22,"value":680},"Ask the owner",{"type":22,"value":682},", which copies a message you can send them.",{"type":17,"tag":63,"props":684,"children":685},{},[686,691],{"type":17,"tag":25,"props":687,"children":688},{},[689],{"type":22,"value":690},"You've imported a lot in a short time",{"type":22,"value":692},": wait a while and try again. Nothing was charged.",{"type":17,"tag":63,"props":694,"children":695},{},[696,701],{"type":17,"tag":25,"props":697,"children":698},{},[699],{"type":22,"value":700},"Your role can't save templates",{"type":22,"value":702},": ask a workspace admin to add the manage templates permission to your role, or to import it for you.",{"type":17,"tag":63,"props":704,"children":705},{},[706,711],{"type":17,"tag":25,"props":707,"children":708},{},[709],{"type":22,"value":710},"We could not save the template",{"type":22,"value":712},": your draft is still there with every edit. Saving is free, so try again.",{"type":17,"tag":63,"props":714,"children":715},{},[716,718,723],{"type":22,"value":717},"Prefer to start from scratch? Select ",{"type":17,"tag":25,"props":719,"children":720},{},[721],{"type":22,"value":722},"Build a template by hand",{"type":22,"value":724}," to open a blank proposal you can save as a template, with no AI usage.",{"type":17,"tag":18,"props":726,"children":727},{},[728,730,736,738,744,745,751],{"type":22,"value":729},"To bring in proposals as records from a spreadsheet instead, see ",{"type":17,"tag":83,"props":731,"children":733},{"href":732},"\u002Fv\u002F2026.3\u002Fadmin\u002Fimport-data-with-ai\u002F",[734],{"type":22,"value":735},"Import data from another tool with AI",{"type":22,"value":737},". Continue to ",{"type":17,"tag":83,"props":739,"children":741},{"href":740},"\u002Fv\u002F2026.3\u002Ffinance\u002Fproposal-defaults-and-templates\u002F",[742],{"type":22,"value":743},"Proposal defaults and templates",{"type":22,"value":328},{"type":17,"tag":83,"props":746,"children":748},{"href":747},"\u002Fv\u002F2026.3\u002Ffinance\u002Fcreate-and-send-a-proposal\u002F",[749],{"type":22,"value":750},"Create and send a proposal",{"type":22,"value":38},{"title":7,"searchDepth":753,"depth":753,"links":754},2,[755,756,757,758,759,760],{"id":54,"depth":753,"text":57},{"id":109,"depth":753,"text":29},{"id":278,"depth":753,"text":281},{"id":419,"depth":753,"text":422},{"id":527,"depth":753,"text":530},{"id":582,"depth":753,"text":585},"markdown","content:v:2026.3:finance:import-a-proposal.md","content","v\u002F2026.3\u002Ffinance\u002Fimport-a-proposal.md","v\u002F2026.3\u002Ffinance\u002Fimport-a-proposal","md",1793480900375]