This article covers the 4 remaining tabs of proposal creation - Terms, Messaging, Payments and Apps. Because these areas are more concise it's easier to combine them here and breeze through them.

Terms

Here you can select;

Which Engagement letter template (covered here) you wish to use for the proposal,

Whether you wish the client to see the proposal end date & total value via the Display Proposal Value setting (best practice is Hide) and

The Fiscal Period End which the proposal relates to. This date is only utilised if your engagement letter template contains the {{ proposal.fiscal_period_end }} placeholder.

Messaging

Here's where you control the messaging sent to the client with the proposal;

Send Communications From is who the email will show up as coming from.

Email a Copy allows you to send the proposal to multiple people - please note that only 1 person can sign a proposal and anyone who received a copy will be able to sign it

Email Template lets you select between the different email templates we use to send the proposal to the client. Only available as a feature on Professional or Scale plans.

The Personalised Message will appear in both the proposal itself, as a front-page, as well as being something that you can insert into your email templates with the placeholder {{ proposal.message_text }}

Payments

Here you can control how your clients can pay, and whether you want to make it a requirement to do so.
We'd strongly suggest using Require Payment as this ensures that there's no need for any chasing of payments and you'll remain debtor free

Apps

Allows you to manage the interactions between PI & your integrated tools. Typically this won't be something you'll want to adjust


Once you're done with all that then your proposal is ready to go. Hit Create Proposal to create the proposal as a draft proposal in your account.


Brilliant - now you've created your first proposal! Time to review it and send it out to be signed;

Proposals 5: Reviewing & sending your proposals (1 min)

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