Proposals are a great first step in securing that contract/project and creating a proposal within AND CO is super simple.
To Get Started with creating a proposal select the green +Create Button in the top right Then select > Create Proposal/Contract
Or
Select the > Proposals and Contracts Tab > Add Proposal
The next step prompts you to
name your project
choose a client / or create a new client
Select a star date
Select a end date
Select proposal only, proposal + contract or contract only
Create your services section allows you to
create your services which are what you can select to invoice once the project is created. (you can create multiple services)
enter the description of each service, rate and billing type eg. flat fee, per hour, per item
select "add another service" to add multiple services
Set the billing schedule of your proposal & project and if a Deposit may be required.
select to request a deposit ( deposit payment is part of the project total)
set recurring invoice reminders via the "I will invoice" option eg. weekly, monthly, on milestones or custom settings
set your first invoice reminder start date, this start date will set the date for future invoice reminder for that sequence
Select Continue to see a preview of the proposal before sending.
Once you have saved your project terms/fee and you are in review mode of the proposal you will notice a option to "add options" when you select this option you can add more details to your proposal such as text, Images, table, columns & files
Simply select each option as required.
Once you have added in your proposal details select to Sign and Send the proposal.
Once sent, your client will then receive a email with a link to review the proposal
Tips:
You can attach a contract to the proposal before being approved via the proposal > 3 dot icon tab top right> attach contract.
Save the proposal via the 3 dot icon tab top right > save
You will receive a review proposal sent confirmation once your have sent the proposal via email
You will receive a notification via email and in the chat tab of when your client has viewed and signed the proposal
Once a proposal has been approved a project will be auto created
Once a proposal with a contract attached is approved a project is auto created with the contract attached.
💌 Please reach out to your friendly CO's via the Chief Operator Support tab in the app should you have any questions or concerns. 💌
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