How to add a title to your Proposal AI
Learn how to add a title to your Bookipi Proposal with these simple steps.
Step 1: Click ‘Proposal’.
Click on 'Proposal' in either the Dashboard menu or the left-hand 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 ‘Header’.
Select ‘Header’ from the available drop-down menus.
Step 7: Toggle the ‘Make this a title’ button.
Switch on the ‘Make this a title’ option.
Step 8: Enter your Proposal title.
Enter the title of your proposal below the description field.
FAQ:
Q. What if I haven’t set up my business information?
A. If your business information is incomplete, you’ll need to fill it in before AI can generate a business proposal for your customer.
Q. What does the ‘Make this a title’ button do?
A. Toggling on ‘Make this a title’ marks the selected text as the proposal title, ensuring it’s properly formatted.
Q. Can I edit the title after saving the proposal?
A. Yes, you can edit the title anytime by going to the Proposal content section and following Steps 5-8.
Q. What happens if I don’t add a title?
A. If you don’t specify a title, your proposal may lack clarity or proper formatting when shared with clients.
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides.
Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides.
Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app. Check out our mobile app guides.