Package Templates
How to create packages

Written by Charis Barg
Updated over a week ago
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.
Written by Sam Gioia
Updated over a week ago
Updated over a week ago
Proposals
What Is a Proposal?
Give your clients the power to choose how they'd like to work with you and automate invoice generation.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Build a proposal
Learn how to build proposals to get booked and paid faster.
Written by Charis Barg
Updated over a week ago
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.
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Connect a contract and invoice to a proposal

Written by Charis Barg
Updated over a week ago
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!
Written by Charis Barg
Updated over a week ago
Updated over a week ago
Require a package on a proposal
Use this trick to pre-select and require a package on your proposal.
Written by Charis Barg
Updated over a week ago
Updated over a week ago