The New Proposal Editor is generally available in the US and Canada. Customers in other markets (including Australia, New Zealand, United Kingdom and South Africa) are welcome to join our public beta program by logging in as an administrator and opting in via Settings → Proposal Settings → Proposal Editor Experience. Note our New Proposal Editor doesn’t currently support Xero Practice Manager but we’re improving functionality all the time.
We have changed the way that we generate the PDF version of your proposals!
PDF versions of your proposals will now reflect the entire proposal acceptance flow - allowing for a much more accurate reflection of the web experience for your client.
The PDF will now include:
- Personalised message
- Services summary
- Payment schedule
- Payment authority
- Terms and service terms
- Audit trail of acceptance
- Signature information
Please note that have deprecated some placeholders previously available for Terms Templates as the elements are already included as a part of our new PDF by default.
To view how your terms will appear on the proposal, you can now view this directly in a New Proposal by going to the Terms section of that proposal.
What does the PDF look like to a client?
If your proposal is in a Draft or Awaiting Acceptance status, you can click into the Client proposal view → Final step → View PDF to preview the PDF version of the proposal.
If you click into an Accepted proposal in your client list, you will be able to click the View PDF button to preview the PDF version.