Proposals
Proposal Articles
By Laura and 2 others3 authors109 articles
- How to Upload Attachments to Your Line Items in Your Proposal?
- How to Duplicate a Line Item?
- How to Add Multiple Items?
- How To Use The Calculator Inside Of "Add Item"?
- Allow Customer Change Requests
- What's the Customer View?
- Customer View: Customer Portal
- How to Set Up a Deposit Inside of the Proposal?
- How to Mark an Item as Optional?
- How to Add Attachments In Your Proposals?
- Managing Your Notes Section in the Proposals
- How to Send the Secret Work Order?
- How to Send the Work Order?
- How to Do a Payment Schedule?
- Why the "Send Proposal" Button is not Showing Up in My Proposal?
- How to Add Line Items to My Proposal?
- Differences Of Line Items And Optional Items
- How to Archive a Proposal?
- How to Add Optional Items?
- Allow Customer Proposal Rejection
- How Can I Add Videos on My Proposals?
- Why My Video Is Not Working on My Proposal?
- How To Send An Email Inside Of The Proposal?
- How to Delete a Proposal?
- How to Send the Proposal?
- How to Approve a Proposal WithOut Signature?
- How to "Remove" an Item Using the Change Order Feature?
- How To Change The Job Address From The Proposal?
- How to Change the Address on a Proposal that was Already Accepted?
- How to Create a Change Order?
- How to Add the Booking Form Attachments in the Proposal?
- How to Create a Proposal for the Same Client but on a Different Address?
- How to Download a Proposal?
- How to Change the Proposal Status From "Rejected" to "Pending"?
- Differences on the Work Order and Secret Work Order
- Change Orders List Overview
- Proposals: Overview
- Organizing Proposals: Tips for Clients with Ongoing Projects
- How Can a Customer Reject a Proposal?
- Overview of Rejections
- Enable Countersign Functionality on Proposals
- How to Re-Open a Rejected Proposal?
- Overview of Change Requests
- How to Submit Additional Change Requests
- How Can a Customer Request a Change?
- How Can a Client Request a Change Order Once the Proposal Has Been Accepted?
- Why can my Customer not see the Change Request/Rejection Option?
- How to Cancel a Change Order?
- Work Orders List: Overview
- How to Send a Change Order?
- How to Add More Services to an Existing Change Order?
- How Can I See the Dimensions of an Accepted Proposal?
- How to Create a Discount in the Proposal?
- How to Change the Created On Date on a Proposal?
- How to Accept a Change Order Without a Signature?
- Proposal Customer View
- How to Draw on the Proposal Pictures?
- How to Reopen a Cancelled Deal
- How to Translate Work Orders
- Can I Recover a Previous Version of a Proposal?
- How to Delete an Item From a Proposal?
- Why Do I Have a Proposal With-Out an Appointment Scheduled?
- How to Edit the Terms and Conditions for an Specific Proposal?
- Show Line Item Quantity Only for All and Inside of One Proposal
- What Can I Do If an Accepted Change Order Is Not Showing Up on the Invoice?
- How to Duplicate a Proposal?
- Offering Good, Better, and Best Options on a Proposal
- Work Order Overview
- How to Configure Payment Settings in a Proposal?
- How to Add a Package?
- Package Settings
- How to Recommend a Package?
- How to Select a Package?
- How to Add Line Items Using Packages?
- How Can I Edit the Package Description?
- Why I Can't Disable 'Hide Itemized Pricing' on Packages?
- How Can I Edit the Package Name?
- How Can I Hide the Quantity and Price of a Line Item in a Package?
- Packages: Difference Between Display Type
- How to Find an Archived Proposal?
- How to Delete a Package?
- Menu Overview
- Can I Set a Package Price Instead of the Sum of the Line Items?
- Viewing the Activity Log in a Proposal
- What's the Difference Between Adding a Price per Package and Price per Line Item?
- How to Send a Work Order to Multiple People?
- Permitir Change Requests del Cliente
- ¿Cómo Configurar el Expiration Date en una Propuesta?
- ¿Qué Es el Customer View?
- Customer View: Customer Portal (En Español)
- Understanding the Difference Between Stripe's Total and Your Actual Payout
- How to Offer Discount as Optional Item on Proposals
- How to Have Your Client Sign Proposal in Person?
- How to Not Show Non-Included Items from Packages?
- How To Add A Discount To A Package
- How to Update My Social Proof Banner?
- How to Download a Work Order?
- How To Edit The Email Sent With A Proposal In DripJobs?
- How to Enable 'About Us' Section on Proposals?
- How to Move My 'About Us' Section Through the Customer View?
- How to Remove the 'About Us' Image?
- How to Organize Proposal Sections?
- How To Set Different Tax Rates By State In Proposal Templates?
- Difference Between Estimate and Proposal
- Why I Don't See the Change Order Button on My Accepted Proposal?
- How to Use 'Generate With AI' for Proposal Line-Item Descriptions?
- Proposal Attachments Visibility
- How To Fix The "Whoops, We See You Found Something Different" Customer View Error
- Why an Accepted Proposal Was Not Moved to the Jobs Pipeline?