Learn how to create a new proposal in Bookipi Proposals with our simple guide below.

Bookipi Proposals is available for users who have activated payments on Bookipi.

There are two ways to create a new proposal

Select + Create from the Proposals section

Select Proposals

The main section for Bookipi Proposals feature is separated into four parts including:

Easily navigate between these parts by clicking on the tabs. However, please select 'Save & Continue' to save your current progress as a draft.

Firstly, you can make a cover page for your proposal. This step is optional.

You can upload a pre-designed cover page by selecting "Upload a file" OR create your own cover page by selecting "Design on Canva"

If you decide to design on Canva you will need to log in or sign up to use Canva.

Choose from the templates provided or make a new proposal cover page. Select 'Save'.

You can delete a cover photo by selecting the the 'x' close button in the top right of your proposal in Bookipi.

Enter your proposal title and add a customer.

When you add a customer you can create a new customer or add them from your customer list in your Bookipi account.

Once you have added your customer, select an option for your proposal start and end dates, and specify the actual dates. Proposal start and end date options include:

Select 'Save & Continue' to save your progress as a draft.

Next, add an item from the items list in your Bookipi account or create an item by entering an Item name.

Add a description, price, quantity for your item and specify your billing type

Set your billing type for service items to activate automated billing for Proposals.

Available billing types include:

If you have added a billing schedule you also have the option to add tax.

To add tax select 'Excluding 0% TAX'

Select 'Change tax settings'

You can edit the abbreviation used, enter the % tax calculated, indicate whether it is inclusive/exclusive, or even add a second tax.

Once you are happy with the changes, click 'Save'

Any new items created will now automatically have this tax applied. If you wish to remove your tax from new items on a proposal, select the 'Tax' title.

And untick the options that don't apply to the item.

You can add multiple items by selecting “Add an item”

If you want to rearrange the item order you can select and hold the move icon on the top left of the item card and drag it up or down to rearrange the order.

If you want to copy an item select the copy icon.

If you would like to delete a service item select the bin icon.

Once you are happy with your service items select “Save & Continue”

The details that you provide are automatically included in the Agreement section. You can also access commonly used Terms and Conditions templates. You can review the service agreement and make any of the following changes as required:

The expiration date determines how long the proposal is active until it expires. Once the proposal has expired, your client will not be able to view the proposal, and you will need to revoke and edit the proposal to resend this to your client.

You can edit the expiration date permanently for future proposals in the settings section.

To edit the expiry date on the agreement select the date indicated by the dotted box

A calendar will pop up for you to select the correct expiry date. Select the correct date and select ok

If you need to edit the customer details at this stage, you can edit them by hovering over the customer detail box and selecting edit

You can edit your customer's details here or you can also choose an existing customer to swap the proposal to.

Your supplier details are pulled from the Business number section in business settings.

Review your billing schedule and customize your Terms and conditions by scrolling down the page.

There is a set template on the Terms and Conditions page. You can customize our set template using the following methods:

Step 1: Add a clause by selecting '+ Add a clause'

Step 2: Add a headline, customize your content and click 'Add'.

Your clause has now been added to the agreement

Step 1: Select the pencil icon

Step 2: Make edits to the clause and select 'Update'.

You may wish to hide the clause if it doesn't apply to this specific proposal.

Simply select the eye icon

The particular clause will now be hidden.

Step 1: Select the bin icon

Step 2: Select 'OK' to continue

You can also rearrange the clause by clicking and holding on to a specific clause and dragging it up or down to rearrange the order.

All changes will only apply to this specific agreement unless 'Save on settings' is selected. Once 'Save on settings' is selected, any changes you have made to the current Terms and Conditions will be saved in your account settings. You will not be able to recover previous saved settings.

Any new proposals generated will apply the new terms and conditions that have been saved in Settings. You can edit the terms and conditions in the settings section anytime.

Once you are happy with the agreement select 'Save & Continue'

In the preview section, you can preview the proposal that your client will see

Scroll down to the bottom of the screen and you’ll be able to see the cover, services, payment, and sign.

Review the services offered

Payment information is required by the client to accept the proposal. This payment information will be charged for service items that have a specified billing type. If None was selected then no payment details will be required

The user will be able to print or download a PDF version of the agreement, review the service, accept and sign the agreement.

Once everything looks good select “Save and Send”

Review and edit the email as required.

You can add several different people in the To or BCC section, and also send yourself a copy.

Once you are done, select send.

Your client will now have received their proposal to view and accept.

Once they accept the proposal they will receive an email of the agreement as a pdf

The proposal state will also have changed to accepted.

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.