DripJobs Help Center

How to Create a New Product/Service from Your Proposals?

In this article, you will learn how to create a new product/service from your proposals.

Written by David Arteaga

Updated over a week ago

1. Open a Proposal

Open a New Proposal

2. Add a New Item

Add a New Item

3. Give It a Name

Give It a Name

4. Select the Item Type

Select the Type of Item

5. Give It a Quantity, Price and Decide if Tax It

Give It a Quantity, Price and Decide if Tax It

6. Scroll Down and Enable 'Save as new product/service' Button

Scroll Down and Enable 'Save as new product/service' Button

7. Click on 'Save'

Click on 'Save'

8. Look for This Confirmation Message

Look for This Confirmation Message

9. Your Item Will Now Show on Your Products/Serivces List

Your Item Will Now Show on Your Products/Serivces List

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