In this article, you will learn how to create sales proposal templates to send to your clients.
Sales proposals — commonly known as “good, better, best” — are available as a Marketplace add-on that enables you to present your clients with multiple estimates in a clear and simple way. Sales proposal templates allow you to create and save a set of estimates that you can easily reuse for future jobs. No more creating the same sales proposals over and over again.
Sales proposal templates will save the following estimate attributes:
Line items (including quantity, price, cost, markup, item description, amount, tax, associated item custom fields, taxable item setting, optional item setting)
Grouped line items
Note: In order to create sales proposal templates, you will first need to enable the sales proposals add-on from the Marketplace. To learn more about enabling the add-on, please see this article.
Creating a new sales proposal template
Open the job that contains the sales proposal you want to templatize
Tip: In order to create a sales proposal template, you will first need to create a sales proposal. To learn more about creating a sales proposal, please see this article.
From the job page, select the Estimates tab
Select one of the estimates
From the estimate page, select Actions > Save as proposal template
Save as a new proposal template or replace an existing template
New: Enter a name for this proposal template and select Save
Replace: Select Replace existing template and choose the template you want to replace
Tip: You can edit an existing template by making changes from the estimate page, selecting Actions > Save as proposal template, and then selecting Replace existing template.
Using a sales proposal template in a job
After creating a sales proposal template, you can easily add them to a job with just a few clicks.
To learn more about adding a sales proposal template to a job, please see this article.
Managing your sales proposal templates
Workiz also provides you with the Sales Proposal Manager, where you can get an overview of all your templates and make quick changes.
To learn more about using the Sales Proposal Manager, please see this article.
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