Once you have your templates set up, you are ready to start sending proposals. The steps below will guide you through the process:
Let's imagine your first request has come in, the first thing you need to do is decide which template to use. To find your templates, click 'Proposals' in the left menu and then click 'Create proposal' to open your template menu.
Most things should be set up for you already, such as:
VAT settings,
Booking Status,
Request for invoicing details,
Branding, including background image (or video!) and logo,
Introductory text,
Attachments, such as your T&Cs
and finally, the Products usually sent in response to this segment of requests.
This means that all you should need to do is edit your proposal title, add your quantities and check your prices, before adding your contact details and clicking 'Send'.
To change your quantities, simply click the white space next to each product and you will see the right hand property panel open up. You can adjust the price, add discounts, and edit the quantity here:
Once you are happy with the proposal, navigate to the top of your proposal and click the contact icon:
On the right hand side you will now be able to add their first name, last name, email address and even a business name if you wish. Click to 'Save' the contact and you will now see your 'Send' button is activated and turns blue. Click 'Send' and you will be asked to add a message to include for your customer. When you're happy with your message, click 'Send' and your proposal is now on the way to your customer!
But what if I need to change other things?
Generally, your templates should not need to be edited, however, if it is needed, you can follow the steps below to see how to make other edits to your proposal:
If you want to change the title or introduction text, you just need to click the text and then start typing.
If you wish to edit the expiry date, click on the expiry date underneath the proposal title and a calendar will appear. You can then select the correct expiry date you wish to apply.
If you wish to delete a product from the proposal, click the small bin icon at the top right corner of the product:
If you want to add a new product to the proposal, click 'Content' on the right hand side to open the Content Library. Find the product you want to add and click the '+' icon. It will be added to the bottom of the proposal. You can then drag and drop it with your mouse to another position in the proposal.
If you need to add a new attachment, click 'Attachments' in the right hand panel and find the attachment. Click the '+' icon to add it to your proposal. If the attachment is not uploaded yet, click 'upload attachment' to add a new document.
If you wish change the VAT setting, click 'Appearance' on the right hand panel and you will see 'VAT' at the top of the panel. You can turn this on or off with the slider.
If you wish to change the invoicing setting, click 'Invoicing' and you can then turn the invoicing details on or off by clicking the slider.
If you wish to change the 'booking status' setting, click the slider on the right hand panel next to the words 'Booking status'. You can turn it on or off. If you turn it on, you can select what type of status you want to apply; No Booking for preliminary bookings, 'Booked' to add a reservation number, or 'Pending (2nd Option)' to explain that the booking is conditional on another customer's response.
To change the background on a proposal you just need to click the image icon at the top of the proposal and you will see the background visual library. You can select one that has been previously used or you can click 'Add Background' to add a new image or video file.
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 😉