To begin setting up your proposals, click on "Proposals" and then "Settings". You will be able to define your Services, Intake Forms and Document Templates.
Services
Please note that the prices and frequencies of payment will be used to generate invoices in Xero (if you choose that method) or to request the client to make a payment with a credit card.
Intake Forms
See the videos and articles about our webforms if you are not familiar with form basics.
Keep in mind that some of the data that will be captures in the Intake Form will be required to populate one or more of your Document Templates. Follow these steps to ensure that this is configured properly:
1. For each data field that needs to be referenced in one of the documents, click on "Advanced" and define a variable name. Make sure that the variable name is a single string of text. For example: a variable that holds the landline telephone number could be called TelNumber, Telephone, telephone, ClientPhone, ClientLandlineNumber or Client_Phone. It cannot be called Tel Number, Client's Phone etc.
2. If the variable is embedded in a section, you also need to add a variable name to that section.
For example, the section above could be called Telephone and the landline number could be called ClientLandline. To reference that variable in the Document Template use the variable name proceeded by a dot and a name of the section it resides in (if applicable). In the above example the full path to the landline phone number is Telephone.ClientLandline. If the Telephone section is itself embedded in another section, for example in ContactDetails, then the full path would be ContactDetails.Telephone.ClientLandline.
3. Note that you can use the same variable names in different intake forms (so ContactDetails.Telephone.ClientLandline could exist in both IndividualClient and CorporateClient signup form). This is possible because you can only use one form in a proposal.
Document templates
You can copy and paste text from your existing templates into our templates editor.
To add variable names:
Enclose them in double curly braces, so using the above example, ContactDetails.Telephone.ClientLandline should be #{{ContactDetails.Telephone.ClientLandline}}.
Make sure that the variable names are not bold, underlined or in any other way formatted. This is because our HTML editor which we use to create document templates adds special tags to formatted text (such as <bold> </bold>) which currently cannot be handled gracefully by our engine.
The most difficult type of variable you may need to add are services, because you do not know how many services will be included in each proposal, therefore we need to use so me magic instructions to tell our system to 'insert all relevant services'. That instruction is done in the following way:
And here is further detail:
