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Packages and Proposals

Packages and Proposals

Charis Barg avatarSam Gioia avatar
8 articles in this collection
Written by Charis Barg and Sam Gioia
Package Templates

How to create packages

Charis Barg avatar
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.
Sam Gioia avatar
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.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Build a proposal

Learn how to build proposals to get booked and paid faster.
Charis Barg avatar
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.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago

Connect a contract and invoice to a proposal

Charis Barg avatar
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!
Charis Barg avatar
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.
Charis Barg avatar
Written by Charis Barg
Updated over a week ago
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