Create a new invoice or quote by clicking Add. To edit an existing quote or invoice, click the three dots and then Edit Quote.
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Next, you will see a dropdown menu where you can choose to add a description.
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The description area is excellent for describing your services in more detail or writing a personalized message to your client.

Adding an attachment to a quote allows you to showcase your services with a lot of creative freedom. We recommend creating a proposal document in Canva or Adobe Express and attaching it to your quotes and invoices.
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Canva has thousands of proposal templates from which to choose.

After you have created your proposal document, you can attach that document to a quote or invoice by clicking the Options Menu and then selecting Add Attachment.

Next, add a title and add the document by clicking Upload File.
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Also, you can add a Contract to this quote by clicking the Options menu and selecting Add Contract.

These two features, Descriptions, and attachments, give you more options when presenting your services.