Packages and Proposals

8 articles in this collection
Written by Sam Gioia and Charis Barg

Package Templates

How to create packages

Written by Charis Barg
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

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

Build a proposal

Learn how to build proposals to get booked and paid faster.

Written by Charis Barg
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

Connect a contract and invoice to a proposal

Written by Charis Barg
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

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