How to Create a Proposal in Workspace369, Step by Step

Welcome back. In this video, we'll go deeper into proposals: your items, the design, the sections you can add, the settings that protect you, and templates, so the next one takes a minute.

Open Proposals, under Finance. Click New Proposal. You can start from one of your templates, or from scratch. I'll start blank, and we'll make a template at the end. Give it a name, and choose the client. This one is for Drew, at Walsh Logistics. Add a service from your catalog, and set the quantity: twelve vans, one for each in Drew's fleet. The total, with tax, updates as you go.

Now the look. In the Design tab, pick a theme and an accent color. I'll use Bold, with charcoal. Then choose a cover. There's a gallery of artwork, or you can upload your own photo. Pick how the cover sits: fill, inset, or fade.

Below the price, add the sections your client should read. Each one starts with a prompt you can write over. A timeline shows what happens when. Add a milestone, give it a date, and say what gets done. Add a Terms section, and your saved terms fill in for you, so you never retype them. Hover over any section to highlight it, copy it, or drag it into a new order.

In the Settings tab, decide what the client needs to do. Turn on Require signature, so they sign when they accept. Set how long the offer is valid. Pick a date, and your client sees it. With Stripe connected, you can ask for a deposit when they accept, as a percentage or a fixed amount. Follow-up reminders nudge a client who opened it but hasn't replied: up to three, two days apart. And internal notes are just for your team. Your client never sees them.

Click Preview, to see exactly what your client will see. To reuse all of this, open the Design tab, and click Save as template. It keeps your sections, the design, and the line items, so just save. Next time you click New Proposal, your template is right there, with everything except the client.

One more thing. Once a client accepts, the proposal locks, so nothing changes without a record. To change it, click New change order. Add what's changing and why, and send it to the client to approve. And that's proposals in depth. In the next video, we'll go deeper into invoices.