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Creating Payment Schedules for Proposals
Creating Payment Schedules for Proposals

This article will show you how to build and showcase payment schedules on proposals.

Tanner Mullen avatar
Written by Tanner Mullen
Updated over a month ago

1. Choose the Proposal to Open the Proposal Builder

Choose the proposal to open the Proposal Builder.

2. Click on the 'Settings' Tab

Click on Settings

3. Scroll Down and the Payment Schedule Options Will Be Displayed

Click on Settings

4. Click 'Add' to Add a payment

Click on Add

5. First, Choose a Percentage or Fixed Amount

Click on Add Payment Schedule…

6. Click 'Add Payment'

Click on Add Payment

7. Enter the Payment Name and Amount

Note: This would be a great place to indicate when the payment would be due (i.e. Progress Payment #1 After 4 Days of Work). You can also continue adding payments.

Type "150"

8. Click 'Save' to Register the Changes

Click on Save

9. Toggle the 'Show Schedule on Proposal' Button

Note: You can also choose to show the schedule percentages on the proposal as shown below with the 'Show Schedule Percentages on Proposal,' toggle.

Click on Alexis Test…

10. The Payment Schedule Will Now Be Shown on the Proposal

Click on Payment Schedule…

If you have any questions or need any assistance configuring a payment schedule, please don't hesitate to contact DripJobs Customer Support or the Helpdesk.


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