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

Building and Sending Proposals

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