Proposales + Stripe = 😍

By connecting your Stripe account to your Proposales account you enable your customers to "Accept & Pay" for their proposal with a smooth process and no invoicing involved. You'll also be paid up front through the secure Stripe process.

The first step is to let the Help Desk team know that you wish to enable Stripe on your account. They will require your Stripe Secret API Key. This guide shows you how to find it in Stripe.

Once the Proposales team confirm your Stripe connection is enabled, you just need to go to your 'Account Settings' and click the 'Connect to Stripe' button at the bottom of the page.

You will then be guided through to Stripe's step-by-step process to securely connect your accounts.

Once completed, you are ready to go!

When enabled, start a new proposal. You will see a new option on your right hand panel called 'Payment'. Turn this button on and you will be asked what you want the customer to pay. You can select between 3 different options:

Once you have selected your preferred option, you can create the rest of the proposal as normal and send it as normal.

The guest will see the proposal completely as normal. The only difference will be a detail at the bottom explaining clearly that they can pay with their card:

Once they click Accept, they will be automatically brought to Stripe's payment page to submit their details and confirm payment:

It's all super easy and fast for you and your guest 🤩

Stripe's regular fee will apply. See their current fees at Stripe.com

Proposales will charge a small, per-transaction, service fee of 1,2% for the Stripe integration. The service fee will be invoiced the following month, whereas the payment provider fee (Stripe's fee) will be instantly collected by the payment provider.