1. Click on Proposal Templates
2. Click on New Template
3. Enter a Template Name
4. Click on Start
5. Click on Add Line Item
6. Select a Product/Service from the dropdown menu
7. Set the Price
Note: Price may already be set to a default. You can always change this per proposal if needed.
8. Click on Save
9. Click on Add Optional Item
10. Select a product/service
These items will be added to the proposal as optional and will not be calculated with the current balance. The customer will be able to add them to their proposal with the click of a button! This is useful in adding upsell opportunities and/or items discussed at the estimate that the customer is not quite ready to commit to.
11. Click on Save
12. Repeat steps 9, 10, and 11 for additional optional items
13. Click on Apply Discount
This option is good for seasonal discounts or specials but is not required.
14. Select discount (%) or set a flat amount
15. Enter a note/description
16. Click on Save
17. Click on Payments
18. Click on the deposit amount
If you do not require a deposit, you can skip this step.
19. Select a fixed amount or percentage
20. Enter amount
21. Click on Save
Note: If you use Strip, you can waive the CC processing fee by switching the Waive Convenience Fee toggle to ON.
22. Click on Notes
This is optional.
23. Click on Add to include crew, client, and/or internal notes
These would be notes you generally include with all proposals. They can always be edited later per the proposal. Remember to click save for each.
24. Click on Set Active
✅ Congratulations! Your Proposal Template is now active and will be an available selection when starting a proposal for a new customer.