Syncing your proposal templates with your price book

  • Updated

The ability to sync your proposal templates with your price book is currently only available to users who are part of the beta program.

To join the beta, please contact support.

In this article, you will learn how to sync your sales proposal templates with your price book.

Workiz allows you to save sales proposal templates, allowing you to present your client with multiple estimates in a “good, better, best” format. Templates can be added to jobs with just a click, saving you the effort of creating the same estimates over and over again.

Workiz also allows you to customize your proposal template experience with dynamic proposals — a tool designed to sync your templates with the prices and costs found in your price book items.

Enabling dynamic proposals

You may be prompted to enable dynamic proposals after creating a proposal template. You can always enable dynamic proposals from the Sales Proposal Manager.

  1. From the navigation bar, select the profile/gear icon > Settings
  2. Under Job settings, select Sales Proposal Manager

    You may need to create a sales proposal template before you see this option. To learn more about creating proposal templates, please see this article.

  3. Turn the toggle switch on for Sync with price book
    Dynamic-proposals.png

Enabling dynamic proposals will automatically sync your existing proposals and all future proposals with your most current price book values. 

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