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How to set contract length of proposals
How to set contract length of proposals

Learn how to set and edit the contract length of a proposal in Bookipi Proposals.

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Written by Cristofer Cox
Updated over 2 months ago

How to set contract length of proposals

Learn how to set and edit the contract length of a proposal in Bookipi Proposals with our simple steps below.

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 select a proposal.

Click ‘+ Create’ to start a new proposal, or select a proposal that you would like to send.

Step 3: Select the ‘Details’ tab.

Go to the ‘Details’ tab.

Step 4: Set the contract length.

On the right side, set or edit the contract length below the Customer field.

You can choose the start date of your contract to be either upon acceptance or on a specific date, and determine the end date by selecting the duration or specifying a fixed end date.

Any changes made to your proposal will be saved automatically.


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 ourmobile app guides.

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