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How to Set a Default Deposit Amount Using Proposal Templates?

In this article, you will learn how to set a default deposit amount.

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


1. Click on "Proposal Templates"

Click on "Proposal Templates"

2. Click on "New Template"

Click on "New Template"

3. Type the Name for This Proposal

Type the Name for This Proposal

4. Click on "Start"

Click on "Start"

5. Enable the Proposal in Order for It to Work

Enable the Proposal in Order for It to Work

6. Click over the Deposit Reference

Remember that in order to set up a deposit you would've to have at least one item showing it's price

Click over the Deposit Reference

7. Select the Type and Amount for It

Select the Type and Amount for It

8. Click on "Save"

Click on "Save"

9. See How the Deposit Reflects the Amount Decided

See How the Deposit Reflects the Amount Decided

10. See This Proposal Template Appearing

See This Proposal Template Appearing

11. Click on ¨Sales Pipeline¨

Click on ¨Sales Pipeline¨

12. Click on ¨New Proposal¨

Click on ¨New Proposal¨

13. Select the Template and Contact

Select the Template and Contact

14. Click on ¨Start¨

Click on Start

15. See How the Deposit Already Appears

See How the Deposit Already Appears


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

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