(this is a depricate feature that will soon stop working)
Quick setup
To get started quickly you will need to:
Create a list of your services, their descriptions and prices
Add a starter/ intake form (optional)
Add your Stripe account for billing (GoCardless is coming shortly)
Add an engagement letter and other documents you would like your client to sign
Add your marketing materials (such as a brochure in pdf format and/or a video uploaded to Youtube or Vimeo)
1. Services
Go to Proposals -> Settings -> Services
If you use Xero for your business, you could connect your Xero account with MyDocSafe to import your revenue line items which will show up as 'Categories'. Otherwise, you can create them manually. Categories are used not only for reporting purposes but are also useful for billing as each category can have a different VAT tax assigned to it.
In the "Description and Pricing" section create your menu of services using the "plus" button.
2. Intake forms
Go to Proposals -> Settings -> Intake forms
Add an intake form. You can import one of the ready made templates from our library as an easy start.
3. Engagement letters and other documents
Go to Proposals -> Settings -> Document Templates
Add your engagement letters and T&Cs in the Document Templates section. We can help you do that as well - just upload your PDF documents and wait to hear from us.
4. Billing
If you would like to ask your client to set up a payment method you need to connect Stripe or GoCardless to your MyDocSafe account. You can do that in Company Settings
5. Marketing materials (optional)
Go to Proposals -> Settings -> Presentation and upload your brochure and video
You should now be ready to send your first proposal. Go here to see how it is done.