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Packages and Proposals
Packages and Proposals
9 articles in this collection
Written by
Becca Berg
and
Sam Gioia
Package Templates
How to create packages
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.
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.
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.
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!
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!
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
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.
Written by
Sam Gioia
Updated over a week ago
Troubleshooting
My proposal used to upgrade my leads into jobs
Written by
Becca Berg
Updated over a week ago