How to Send a Proposal
Follow these steps to create and send a complete, accurate proposal:
1. Choose Your Template
Start by selecting the appropriate proposal template based on your use case. This ensures consistency and saves time.
2. Add Title and Period
Enter a clear proposal title and define the relevant period (e.g., service dates or validity timeframe).
3. Confirm Expiration Date & Backgroud visual
Set and verify the proposal expiration date so recipients know how long the offer is valid.
4. Complete Smart Text (Mandatory Fields)
Fill in all required smart text fields. Missing mandatory fields may prevent sending or result in incomplete proposals.
5. Add Recipients
Include the main recipient and any CC recipients who should receive a copy of the proposal.
6. Add Proposal Content
Provide all necessary details:
Dates and hours
Quantities
Prices
Sub-rows (if applicable)
Notes or additional explanations
6.1 Be Specific
Ensure all relevant information is clearly specified to avoid back-and-forth with the recipient.
7. Check Attachments
Review and confirm that all necessary attachments are included (e.g., supporting documents, terms, or visuals).
8. Verify Total Amount Format
Make sure the total amount is displayed correctly:
VAT inclusive or exclusive (as required)
9. Add Internal Notes (Optional)
Include any internal notes for your team if needed. These will not be visible to the recipient.
10. Activate Invoicing Form and Booking Status (If Needed)
Enable invoicing and update booking status where applicable to align with your workflow.
11. Send the Proposal
Click Send and write a clear, professional email message to accompany the proposal.
FAQ
I can't save a new contact getting a message saying "Unknown error, try again later or contact support."
If you pressed save once, it's most likely that the contact is saved. Refresh the page and you should then be able to add the contact.
If you see a monkey icon with the error, click 'Save' anyway, it will likely work of the email address is indeed correct 😉