1. Click on 'Proposal Templates' From the Management Menu
2. Click on 'New Template'
3. Enter a Template Name
This could be anything. For the example, I might have called this one:
"Production Rates - Interior Painting (Master Bedroom)"
4. Click on 'Start'
5. Click on 'Add Area'
6. Select Type and Then Click 'Next'
7. Select Area
8. Click on 'Next'
9. Make Any Required Adjustments to the Area Details
10. Click on 'Next'
11. Select Categories
12. Click on 'Next'
13. Make Any Required Adjustments to Substrates
Note: You can adjust each individually, by clicking on the substrate name.
14. Click on 'Next'
15. Review
16. Add Crew and/or Client Notes
Crew Notes: Visible only on the Work Order
Client Notes: Visible only on the Proposal
17. Click on 'Submit'
18. Review Newly Added Areas
19. Click on 'Add Optional Area'
Repeat Steps 6 - 18
20. Review
In this example, we've added an Optional Area for the Master Bathroom.
21. Click on 'Settings'
22. Click on the Deposit Amount Digits
Note: If you do not require a deposit, you can skip this step.
23. Enter the Required Deposit
Note: You can use the Type dropdown to switch to a fixed amount or percentage (%) if you like.
The Waive Convenience Fee can be toggled ON, if you accept Stripe Online Payments, to waive this 2.9% fee. Or, leave it OFF and the Credit Card Processing Fee will be automatically calculated.*
*If you don't utilize Stripe, you can leave the toggle as is.
24. Example: Here We Have Set the Deposit as 15%
25. Click on 'Save'
26. Review
27. Click on 'Enable' at the Top Right
28. Congratulations! Your Production Rates Proposal Template Is Now Active!
✅ Your new Production Rates Proposal Template will now be available for selection when you are ready to start your next client proposal.
If you have any questions or need assistance creating a Production Rates proposal template, please don't hesitate to contact DripJobs Customer Support.