The Presentation step is where you customize how your proposal looks and reads for your client, and preview every part of it before you send. This article walks through the Presentation step and the final Send step.

Everything you set up here is reflected in the live preview on the right. Switch the preview between Email and Preview to see what your client will receive and see. A Landing page option appears once you add a landing page, and a Form option appears once you attach a form.

The Email section (What your client receives when you send this proposal) controls the email that delivers the proposal to your client.

Here you can:

The Email preview on the right shows the recipients, who the email is from, the subject, and the body with the Review and sign button your client uses to open the proposal. If the proposal has more than one signatory and the primary signatory must sign first, switch between Primary and Secondary to preview each email.

The Landing page section (Optional web content to include with your proposal) lets you send your client to your own web page before they see the proposal, such as a business introduction or sales presentation.

Select Add landing page, copy the magic link into a button on your landing page, then enter your landing page URL. Once it's added, the preview on the right switches to the Landing page view so you can see it as your client will.

The Landing page is available on Pro, Pro+, Scale and Enterprise plans, and during your free trial. On other plans this section doesn't appear.

The Proposal pages group controls the pages of the proposal itself: Introduction, Pricing display, and Next steps.

Use the Introduction page to introduce yourself and set up the proposal. Here you can:

The Pricing display section controls how service pricing and the payment schedule display to your client, with settings such as Per service pricing, Billed on completion and Minimum contract price.

Adjust the settings and watch the preview update as you go. For a full breakdown of each setting, select Learn more about Pricing page settings within the section.

The Next steps page is the last page of the proposal, shown to your client after they sign. Add a Next steps message from a template or write a custom one, save it as a template to reuse, and embed a video outlining what happens next.

If you use Ignition Forms, you can also attach a Form here for your client to fill in after they sign. Once attached, select Form in the preview to see it.

Pro-tip: If you use Ignition Payments, use your Next steps message to tell your client what the charge will look like on their bank statement to help prevent disputes.

Example: Payment will automatically collect through Ignition and will appear on your bank statement as [INSERT PAYMENT DESCRIPTOR HERE] or IGNITIONPAY depending on your bank.

Videos are available on Pro, Pro+, Scale and Enterprise plans, and during your free trial. If you want to start using video but are not sure where to begin, read this article for tips and tricks.

Select Preview on the right to click through the proposal from your client's perspective across its tabs: Introduction, Services, Pricing, Terms, and Next steps. Additional tabs appear when your proposal includes them, such as Brochure, Options, Add-ons, Payment plan, or Documents.

Once you are happy with the presentation, select Next to move on to the Send step.

The final Send step lets you review who the proposal is going to before you send. The Recipients card shows the proposal name and client you're sending to, the Signatory, and any Additional signatories.

If something needs fixing first, such as selecting a client or adding services, a message lists what to do before the proposal can be sent.

Select Send via email to send the proposal to your client by email. Select the arrow next to it for more ways to send:

To change the client or signatory, go to the General step and make the edit.

If you're not ready to send, select Save & close at the top right of the editor to save the proposal as a draft.