The Presentation tab allows you to customize and preview the presentation of the proposal to your client.

If you are on one of our Pro, Pro+ or Scale plans, you also have the option of selecting the specific proposal email notification template of your choice (only if you have created these in your Template Library).

This is the email that your client receives with the link to view their proposal. Click Preview to see a preview of the notification email that your client will receive.

You also have the ability to Email a Copy of the proposal notification email with read-only access as well.

Please note: This function will send a 'read only' copy of the proposal in an email to the recipients you enter here - they will not be able to accept the proposal.

Once we're happy with the presentation, we can go ahead and send the proposal.

If you are on a Pro or Pro+ plan, you will be able to include an optional landing page for additional web content to include with your proposal.

Click here to learn more about landing pages.

Here, you have the options to:

Edit the settings for how your proposal will display for clients. The right-hand side of the page shows you a dynamic preview of the proposal that will change depending on the options that you choose in the proposal.

Enable this setting to show line item prices for each service on the client acceptance page. Use this if you want to show how services contribute to a total price.

Enable this setting to show all one-time and deposit services as on completion (this excludes any on-acceptance services).

This is turned ON as default to ensure that your client doesn't see specific dates for one-time billings.

From an admin perspective, these dates will still be used to remind you when clients are due for billing.

When enabled, your clients will see the minimum value of the proposal over the term of the engagement.

If you would like to preview this from the client's perspective, simply click Preview in the top right-hand corner.

This opens up a new page where you can see the proposal from your client's perspective!

The Next steps message is the message shown to the client in the browser right after they accept the proposal.

See an example below.

Choose a next steps message template you want to use in your account. Don't forget you can also edit the template however you like.

You can include placeholders for dynamic client information such as the contact name of the person for a more personal touch, too.

Remember to click Save as template when you are finished if you want to save this for future use.

If you wish, you can also include a next steps video which will appear above the next steps message. Click here to learn more about including videos in your proposal.