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Setting Up the Payment Options Inside of the Proposal

In this article, you will learn how to set up the payment options inside the proposal.

David Arteaga avatar
Written by David Arteaga
Updated over a week ago


1. Click on "Company Settings"

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2. Click on "Payments"

Click on "Payments"

3. Check Your Payment Settings First

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4. Click on "Sales Pipeline"

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5. Click on "View Proposal"

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6. Check the Payment Settings on the Proposal

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7. These Options Now Appear for Your Customer in Order to Pay the Deposit

These options will also appear for your customers to pay their invoices

See How These Options Now Appear for Your Customer in Order to Pay the Deposit


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If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.

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