How to create a proposal using the Proposal AI
Proposal AI helps you quickly create, customize, and send professional proposals. Learn how to create a Proposal with our simple guide below.
Step 1: Select ‘Proposal’.
Select ‘Proposal’ from the Dashboard menu or the left-hand navigation panel.
Step 2: Create a proposal.
Go to the ‘Proposal’ tab and enter your ideas and relevant information. AI will help you generate a professional proposal.
Alternatively, you can choose from the available templates below.
Then, click ‘Start from this template’ to quickly get started.
Enter other details of your business so the AI can help you generate the proposal for you.
Step 3: Edit your proposal.
After the proposal is generated, review the content and make any necessary changes. You can rename the proposal, edit the text manually, or use AI to rewrite and enhance specific sections.
You can also customize your proposal by updating section styles, adding or removing items and photos, or clicking 'Edit section' in the upper-right corner of each section.
You can also add, remove, or rearrange sections to better organize your proposal.
Step 4: Review the ‘Service Agreement’.
Open the ‘Service Agreement’ tab to review the terms and conditions. Make any necessary changes before sending the proposal.
To exclude the Service Agreement from your proposal, click Settings (the gear icon) in the lower-left corner of the screen, then disable the 'Service agreement' option.
Step 5: Send the proposal.
Once you're satisfied with your proposal, click ‘Send’ in the upper-right corner to deliver it to your customer.
Please note that if the customer profile does not have an email address on file, you will be prompted to add one before proceeding.
FAQs about how to create a proposal using the Proposal AI
Q: Can I track if my customer has viewed the proposal?
A: Yes. The proposal status updates automatically once your customer has viewed, and accepted the proposal.
Q: Can I download or print the proposal?
A: Yes. You can download or print the Service Agreement section of the sent proposal. To do this, open the proposal you have already sent, then click ‘View document’. Under the Destination section, select ‘Save as PDF’ to download the document or choose your printer to print it.
Kindly note that if the proposal does not include a Service Agreement, the download or print option will not be available.
Q: Can I convert a proposal into an invoice without creating one manually?
A: Yes. You can convert a proposal directly into an invoice. From the Dashboard proposal list, click the ellipsis button on the right side of the proposal, then select ‘Convert to Invoice’.
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.