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Packages and Proposals

Packages and Proposals

Becca Berg avatar Sam Gioia avatar
9 articles in this collection
Written by Becca Berg and Sam Gioia
Package Templates

How to create packages

Becca Berg avatar
Written by Becca Berg
Updated over a week ago

How to Create Discounts

Create a discount template to quickly add discounts to your invoices and offer discount codes to your clients.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago
Creating Proposals

What Is a Proposal?

Give your clients the power to choose how they'd like to work with you and automate invoice generation.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Build and send a proposal

Learn how to build and send proposals so that you can get booked and paid faster.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

How to Set Up a Public Proposal

Create a Proposal to embed on your website and allow clients to buy now!
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Allow Clients to Apply a Discount on Proposals

Give your clients the option of using a discount code on invoices created by proposals!
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago

Allowing Clients to Select a Quantity in a Proposal

How to have your clients pick the quantity they would like within a proposal
Becca Berg avatar
Written by Becca Berg
Updated over a week ago

Require a Package on a Proposal

Use this trick to pre-select and require a package on your proposal.
Sam Gioia avatar
Written by Sam Gioia
Updated over a week ago
Troubleshooting

My proposal used to upgrade my leads into jobs

Becca Berg avatar
Written by Becca Berg
Updated over a week ago
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