Create & apply proposal templates

I modelli di proposta vengono utilizzati per definire l'ambito di un impegno tra la vostra azienda e un cliente. Crea tutti i modelli di proposta di cui hai bisogno per usi diversi (contabilità, preparazione fiscale per un singolo anno, audit, rappresentanza, analisi finanziaria, pulizia, buste paga, ecc.).

Creare modelli di proposta

A proposal template can be created by a firm owner, an admin or any team member who has manage templates  access rights. It’s helpful to design templates in advance so that you have them ready to go or to further customize.

Per creare un modello di proposta, vai su Modelli > Modelli aziendali dalla barra del menu a sinistra, seleziona Proposte e EL , quindi fai clic su Crea modello .

Oppure accedi alla pagina di creazione del modello aggiungendo l'automazione Invia proposta/EL durante la modifica di un Progetto , quindi cliccando su Nuovo modello .

Proposal template creation flow

Proposal consists of several sections, each of them is presented to a client on a separate page. You have the option to customize which sections will the proposal template include and what will be inside each of them:

• Generale
• Introduction
• Servizi
• Terms
• Inviare

Mancia

While your services, billing and payment options may require customization for each client, having a general proposal template with filled-in Introduction E Terms pages is a practical approach. This enables you to insert them when crafting a proposal swiftly.

Generale

First, add some basic information about your proposal and define settings:

a) Template name: Enter the title of your proposal template (clients won’t see it).

b) Team member: Select the team member who will receive the payment associated with a proposal.

c) Signature requirement: Select whether one or all signatories must sign the proposal for it to be considered signed. 

d) Name: Enter the title of this proposal (clients will see it). Here, you can use shortcodes to include the account name, next year’s date and other dynamic data.

Introduction

This is a place where you can introduce yourself. Explain to your clients who you are, what services you provide, the value you bring, and any other information you want to share. Include images and videos to make your self-presentation shine (the maximum image size is 5 MB). 

Fill out the following sections:

a) Title: Add a title that aligns with your branding or the specific content you’re including (clients will see it).

b) Text body: Add your introduction here. Use shortcodes to include the account name, next year’s date and other dynamic data.

c) Format: Use different tools (font, alignment, links and so on) to work with text.

d) Insert: Add a logo, upload pictures from your computer, and embed video, if needed (YouTube and Loom videos are supported).

Servizi

At this step, you have the option to present your client with your services or even let them choose from your different packages. When setting services up, you can ask the client for a deposit on acceptance, link recurring invoice with automatic payment or send the proposal with a list of services only. You will be able to issue an invoice at any later point as well.

You have these options for presenting your services to clients:

• Tiered packages let you offer up to 3 service bundles within a single proposal. This allows you to present different service levels (such as Bronze, Silver, Gold) and let clients compare options, select the package that fits their needs, and sign—all in one flow. You can reorder packages to control the order in which they appear.

• List of services is a fixed-priced proposal with a list of services. Clients review the services you’re offering but cannot choose between different options—they either accept or decline the entire proposal.

• No service: Just skip the section.

Here’s how they look from client’s side: list of services on the left, tiered packages on the right.

If you have decided to list the services or add tiered proposals, you will then need to add services and/or invoices and set up payment options. See dedicated article for the details.

Terms

The Terms page is where you can provide your engagement letter or contract that outlines the terms of the relationship between your firm and the client.

Fill out the following sections:

a) Title: Add a title that aligns with your branding or the specific content you’re including (clients will see it).

b) Text body: Add your terms of agreement here. Use shortcodes to include the account name, next year’s date and other dynamic data.

c) Format: Use different tools (font, alignment, links and so on) to work with text.

d) Insert: Add a logo, upload pictures from your computer, and embed video, if needed (YouTube and Loom videos are supported).

Inviare

Your client will receive a link via email to view and sign the proposal. Here, you can customize the email that will be sent, set up automatic reminders and select the payment method for the linked invoices:

a) Payment method: This is how you want your invoices to be paid (either by credit card, bank debit, or both). We support a number of payment methods for your clients .

b) Custom message in email: Toggle on to craft a custom message which will replace the default text in the email system notification. When compising a message template, you can use account and date shortcodes.

c) Reminders: Toggle on to enable sending automatic reminders for pending proposals.

Once you;ve done, save your template. Now, you can apply it when creating a proposal.

Aggiungere modelli di proposta da Marketplace

Puoi scaricare modelli di proposta già pronti con le migliori pratiche. Per aggiungere un modello di proposta dal file Marketplace :

1. Go to  Templates > Marketplace from the left menu bar and open the Proposals & ELs tab. 2. Click  Get free on the template you want to add or click on its price and proceed with the payment if it’s a paid template.

3. Vai a Modelli > Modelli per aziende , apri la scheda Proposte e EL e clicca sul nome del modello di proposta per iniziare la modifica. Assicurati di inserire informazioni sul tuo studio ovunque siano necessarie.

Applicare modelli di proposta

Una volta creato un modello, puoi utilizzarlo per accelerare il processo di creazione di nuove proposte. Ecco come:

1. Crea una nuova proposta cliccando su Nuovo in alto a sinistra e selezionando Proposta oppure selezionando uno o più destinatari nell'elenco Accounts e cliccando poi su Invia proposta .

2. Fare clic nel campo Modello , quindi selezionare una proposta dal menu a discesa.

3. Segui i passaggi della proposta e apporta le modifiche necessarie, quindi inviala.

   

   Nota

   Le modifiche apportate alla proposta non alterano il modello selezionato.

Modifica modelli di proposta

Per apportare modifiche a un modello di proposta, attenersi alla seguente procedura:

1. Go to Templates > Firm templates from the left menu bar, open the Proposals & ELs tab, then either click on the proposal template’s name or click three dots to the far right of the name and select Edit.

2.  Go through the proposal steps, make edits and save.

Nota

Le modifiche apportate a un modello di proposta non vengono applicate alle proposte già create con quel modello.

Modelli di proposta duplicati

Crea nuovi modelli di proposta basati su quelli esistenti: fai clic sui tre puntini all'estrema destra del nome del modello di proposta, quindi seleziona Duplica . La copia del modello verrà salvata con il suffisso appropriato (ad esempio, Proposta (2)).

Eliminare i modelli di proposta

Per rimuovere completamente un modello di proposta, vai a Modelli > Modelli aziendali dal menu laterale, quindi apri la scheda Proposte e EL . Fai clic sui tre puntini all'estrema destra del nome del modello di proposta, fai clic su Elimina e conferma l'eliminazione.

Condividere

Collegamento copiato