Presentation

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

Table of Contents


Accept Page Presentation

Here, you have the options to:

  • Select a user for communications to appear from

  • Add an intro message from a template or create a custom message

  • Attach an introduction video (only on Professional or Scale plans)

  • Attach a brochure (if you are on our Professional or Scale plans, your default brochure will be automatically attached)

  • Edit settings for how your proposal will display for clients - e.g., show or hide service prices

Show per service price

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.

Show one time and deposit services as billed on completion

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.

Show the minimum price to pay over the contract period

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

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.

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 click through from your client's perspective, giving you full confidence that your client will see what you see when you send the proposal!

Note: Your clients can also view the proposal on their mobile - see below.


Intro and Next Steps messages

Save time and drive efficiency by creating message templates and using Placeholders to dynamically populate client details in your messages. Add a customized Intro message that will act as the first page of your proposal and a customized Next Step message which appears after they accept the proposal. Choose from a template or create a custom message.

Check out example Intro and Next Steps messages here!

Additionally, you can add a video to either step to accompany the messaging. Similarly, you will see a preview of this on the right-hand side once you add a video. Please note: The personalized video feature is only available if you are on our Professional or Scale plans!

If you want to start using the video feature but don't know where to start, click this article for some tips and tricks!


New proposal email

If you are on one of our Professional 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.

Similarly, you will see a preview of the notification email on the right-hand side that your client will receive.

You also have the ability to Email a Copy of the new proposal email 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.

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