> For the complete documentation index, see [llms.txt](https://docs.shortcutco.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.shortcutco.com/readme/start-here-get-set-up-send-a-proposal-and-get-paid/3-add-a-lead-and-send-a-proposal.md).

# 3) Add a lead and send a proposal

{% hint style="info" %}
Outcome: A customer receives a proposal they can accept.
{% endhint %}

### What you’ll do

* Add a lead (with contact info)
* Build a proposal using services or a template
* Send by email/SMS

### Steps

{% stepper %}
{% step %}

### Go to Leads

Open **Customers** — leads live in the Customers workspace.
{% endstep %}

{% step %}

### Add a lead

Click **Add Lead**.
{% endstep %}

{% step %}

### Enter contact and property info

Fill in first name, last name, email, phone number, and property location.
{% endstep %}

{% step %}

### Build the proposal

Click into the proposal/estimate flow and add services.

<figure><img src="/files/6w3r22X6WXT8dxCxXxHT" alt="Estimate builder with Base Services visible"><figcaption><p>Start the proposal from a lead and add the services to quote.</p></figcaption></figure>
{% endstep %}

{% step %}

### Send the proposal

Send the proposal via email, SMS, or both.

<figure><img src="/files/3PIvN6BSwK8Bq5IsCG3K" alt="Proposal delivery options before sending"><figcaption><p>Choose how the customer should receive the proposal.</p></figcaption></figure>
{% endstep %}
{% endstepper %}

### Expected result

The proposal is sent and the person appears in **Prospects** (waiting for acceptance).

<figure><img src="/files/kB3KnHm9rXbQTOuhQNdh" alt="Customer-facing proposal preview"><figcaption><p>Preview what the customer sees before approval.</p></figcaption></figure>

{% hint style="success" %}
Shortcut’s default: Send your first proposal to yourself once as a test (email or SMS).
{% endhint %}

<details>

<summary>Still stuck?</summary>

Email **<hello@shortcutco.com>** with the lead name + a screenshot of your proposal screen.

</details>