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Everything Proposals
Everything Proposals
This collection shines a light on our proposal tool!
By Carlos and 1 other
2 authors
48 articles
General
Personalization and Tokens
Hamburger Menu
The Color Palette
The Media Library
Everything Themes
How Do Clients View, Sign, and Pay?
Images & Inspiration Board
Recommended Image Sizes
Drag and Drop Images From Pinterest
Event Details
Adding and Removing a Vendor in a Proposal
Admin
Adding markups
Adding Labor to Your Proposal
Expiration Dates
Change Fonts & Colors
Using Different Proposal Themes
Proposal and Email History
Line Items
Section Types
Hide Pricing Within Your Proposal
Change Line Item Type
Changing Line Item State (Live and Draft)
Changing Line Item State to Possibilities
Moving Line Items in the Proposal
Duplicating a Line Item
Change Markup for a Line Item
Recipes
Building a Recipe
Adding Items to a Recipe
Adding Notes to Recipes
Adding Rental Items to your Recipe
Payments
Quick & Simple Overview of Payment Section
Creating & Using Multiple Tax Rates
Sending a Receipt
Adding Credit Card Fees to Payments
Marking Payment as Paid
Payment Section
Fees and Expenses
Adding Fees to a Proposal
Adding a Discount to your Proposal
Removing Tax Rate from a Proposal
Contract
Editing and Signing The Contract & Details Section
Timeline & Tasks
Timeline
Tasks
"Hamburger" Menu
Shopping List
Replacing Items in a Proposal
Rentals List
View & Print Recipe Sheet
Print Overview
Creating an Invoice Version of Your Event
Sending a Proposal
Customize View
Printing