A proposal template is a reusable Dynamic proposal. It holds the page's blocks, a payment schedule, a contract and your colors, so each new proposal starts mostly done and the client can book from it.
Before you start
- Build the bundles the template will sell. Create a bundle shows how.
- A payment schedule and a contract of its own are optional. A template that names none follows your account default. Create a contract template covers the contract.
Create the template
- Open Proposal templates, under Documents in Settings. The Dynamic tab is open.
- Click New template and choose Dynamic proposal. A Lookbook has no pricing. Designed hands you to the design editor, which Save a designed proposal as a template covers.
- Choose From a starter, From blank or Clone existing, fill in the fields it shows, and click Create proposal. A starter's layout keeps your brand colors and fonts. The block editor opens.
- Or choose From your PDF to read a brochure into blocks. It shows the credit cost first, and your first import is free.
Add the blocks
- Click Add your first block, then use the add control between blocks to insert more.
- Add an Investment option block for each bundle a client can choose. In Package, pick the bundle. Its price and contents come from it. Offer template sets staffing, add-ons, services and the discount.
- Add Enhancements for add-ons a client can tick.
- Add one Reserve block so the client can book. A second is refused with "This proposal already has a Reserve block."
- In Reserve, set What the client pays at Reserve to The first payment of the payment schedule, A flat deposit or Payment in full.
- Click Preview to check it, then Save.
Set what its proposals start with
- Click Settings on the template's card to open "Template settings".
- Pick a Payment schedule and a Contract. Both start on "Account default".
- Under Brand colors and fonts, override only what this template needs.
- Click Save.
What a proposal copies
A proposal copies the schedule, contract and colors once, when it is created. Changing the template later never changes proposals already made.
With Auto-send on accept on, a client who reserves gets the contract, signs, then pays, and payment books the event. It is off by default, and Reserve then goes straight to the deposit. It needs a default contract template unless this template names its own. Send the contract when a client reserves a date covers it. A proposal shows no tax. The invoice carries it.
Use the template
- Pick it under Or start from a template when you start a new proposal.
- Get a link on its card makes a live lead form. Each lead who fills it in is emailed the proposal, so test it with your own address.
- A routing rule on your lead form picks the template for each inquiry. Send new leads a proposal automatically covers it.
Something look off?
Work through each check in order. Most fixes take under a minute.
Get a link is refused
- 1 · A message that begins "Answer the sales tax question" or "Answer your sales tax questions" means a question is open. Answer it under Sales tax.
- 2 · A message that begins "Your clients have no way to pay yet" means the owner has to set up payments.