TRANSCRIPTION
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--- CLIP 1: Estimates & Generating a Proposal ---
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All right, so now we have officially written the first estimate and we are ready to convert this into a proposal
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All right. This is the most exciting step
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This is where you see it all come together and you really get to customize it to your photos and company and branding
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All right, so we have our some line items here. We have demo and prep. We have install pavers
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This total proposals at fifteen thousand dollars right now if I click on this arrow right here
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I can see the total profit and different settings how many days all of those different numbers
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You also have an option for sales tax if you need
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Commission that type of stuff and once you're happy with the estimate you just click right here on view and send proposal
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And this is going to generate the payment terms
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All right, so this is gonna be the default template that's set up you can edit this template
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However, you need change any of these percentages delete any of these and then once you're done just click on this save as default button
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Right here. All right
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you can also create multiple templates if you add another template and you could have like a
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50-50 template and this template or however, you want to set it up
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All right, when you're ready, you just click Save and this will generate your proposal
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So you're gonna land right here. You can
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zoom in and out on this with your zoom if you want to and
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You'll be able to go through the proposal document
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So as you can see, it's a very professional cover page. This is gonna have your logo this default image
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It's gonna have the customer name and address and your company information
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If you guys would like to edit this photo
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Go ahead and click on this pencil icon right here on the left side next to cover page
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So just click right on that can upload a photo here
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Additionally, the next page is about us. So it'll have some text about your company and
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You'll have a placeholder here where you can add a photo. So same thing here
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You're just going to click this pencil icon. You can edit the text and you can upload a photo here
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Right, so feel free to make any adjustments as you'd like
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you can also turn off this page if you don't want to show it and
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Same thing here goes with past projects
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As we scroll down further you're gonna see the scope of work as you can see demo and prep the price what they're getting
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The pavers the price and the whole description
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This was automatically written from the template if you guys need to make any edits to these descriptions here
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you're gonna click back on this back button and
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Then you're going to open up the other options here
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So you're gonna click on the edit button and then you're going to click on the edit button
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On this back button and
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Then you're going to open up the item and go to the client description to make any changes
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You can click this edit button right here. It'll give you two options
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Typically, you'll use this top top option here
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It'll turn these into tags and that's because this is automatically pulling in this number here
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So once you're done making any edits, then you just click that preview button again
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And it'll go back to what it's gonna look like for the client
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If you choose the other option of editing it's going to remove those tags
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So now if I change this square footage, it's not going to update automatically here
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All right, so that's the description when you're one other thing
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We'll note while we're here is that