How to edit FAQs on Proposal AI
Follow the simple steps below to learn how to edit your business FAQs using Bookipi Proposal AI.
Step 1: Click ‘Proposal AI’.
Click on 'Proposal AI' either from the dashboard or the left panel of the screen.
Step 2: Click ‘+ Create’ or open a draft proposal.
Click ‘+ Create’ to start a new proposal, or choose a draft from your list.
Step 3: Add items.
When creating a new proposal, you will first be asked to add your items. You can either choose from your existing list, create a new one, or add them later.
Next, select either ‘Use my website’ to pull information from the website you have already created with our website builder, or 'Create new' to add new details for your proposal.
Step 4: Fill in the information.
If your business information is not fully set up, you'll need to complete the setup so the AI can gather the necessary details to generate your business proposal for your customer.
Step 5: Click ‘Edit content’ under the Proposal content section.
In the Proposal tab, click the ‘Edit content’ button located in the Proposal content section on the left panel.
Step 6: Select ‘FAQ’.
Select ‘FAQ’ from the available drop-down menus.
Alternatively, you can click directly on the sections on your proposal, and it will take you to the editing area in the left panel of your screen.
Step 7: Enable ‘Show FAQ’.
Ensure that the ‘Show FAQ’ option is enabled to include it in your proposal.
Step 8: Add or edit the content.
Add or update the questions and answers in your company’s FAQs as needed.
To add a new FAQ, scroll down in the left panel and click the ‘+ Add FAQ’ button at the bottom.
To delete an FAQ, click the trash bin icon next to the FAQ number.
Step 9: Click ‘Save’.
Click ‘Save’ in the top right corner of your proposal to save your changes.
Step 10: Click ‘Send’.
Check all the details of the proposal before sending it to your customer. When you are ready, click ‘Send’ in the top right corner to submit it.
FAQ:
Q: How many FAQs can I include in my proposal?
A: You can add up to 15 of your business FAQs in your proposal.
Q: How many proposals can I create with the free plan?
A: With the free plan, you can create up to 3 documents per month. This limit is shared across all document types, including invoices, estimates, eSign documents, and others.
Q: Can I use Bookipi proposals on the mobile app?
A: The Bookipi Proposal feature is currently only accessible through the web version and is not available in the mobile app.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.