{"id":18668,"date":"2025-02-16T08:00:22","date_gmt":"2025-02-16T13:00:22","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=18668"},"modified":"2026-05-17T06:34:08","modified_gmt":"2026-05-17T11:34:08","slug":"how-to-add-a-title-to-your-proposal-ai","status":"publish","type":"post","link":"https:\/\/bookipi.com\/fr\/guides\/how-to-add-a-title-to-your-proposal-ai\/","title":{"rendered":"How to add a title to your Proposal AI"},"content":{"rendered":"
\n

Learn how to add a title to Bookipi Proposal.<\/h2>\n

How to add a title to your Proposal AI<\/h2>\n

Learn how to add a title to your Bookipi Proposal with these simple steps.<\/p>\n

\n

Step 1:<\/b> Click \u2018Proposal\u2019<\/i><\/b>.<\/h3>\n

Click on \u2018Proposal\u2019<\/i><\/b> in either the Dashboard menu or the left-hand panel of the screen.<\/p>\n

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\n

Step 2:<\/b> Click \u2018+ Create\u2019 <\/b><\/i>or open a draft proposal.<\/h3>\n

Click \u2018+ Create\u2019<\/i><\/b> to start a new proposal, or choose a draft from your list.<\/p>\n

\"Uncategorized<\/div>\n

\n

Step 3:<\/b> Add items.<\/h3>\n

When creating a new proposal, you will first be asked to add your items. You can either choose from your existing list, create a new one, or add them later.<\/p>\n

\"Uncategorized<\/div>\n

\n

Next, select either \u2018Use my website\u2019<\/i><\/b> to pull information from the website you have already created with our website builder, or \u2018Create new\u2019 <\/i><\/b>to add new details for your proposal.<\/p>\n

\"Uncategorized<\/div>\n

\n

Step 4:<\/b> Fill in the information.<\/h3>\n

If your business information is not fully set up, you\u2019ll need to complete the setup so the AI can gather the necessary details to generate your business proposal for your customer.<\/p>\n

\"Uncategorized<\/div>\n

\n

Step 5:<\/b> Click \u2018Edit content\u2019<\/i><\/b> under the Proposal<\/i><\/b> content<\/i><\/b> section.<\/h3>\n

In the Proposal<\/i><\/b> tab, click the \u2018Edit content\u2019<\/i><\/b> button located in the Proposal content<\/i><\/b> section on the left panel.<\/p>\n

\"Uncategorized<\/div>\n

\n

Step 6:<\/b> Select \u2018Header\u2019<\/i><\/b>.<\/h3>\n

Select \u2018Header\u2019 <\/i><\/b>from the available drop-down menus.<\/p>\n

\"Uncategorized<\/div>\n

\n

Step 7: <\/b>Toggle the \u2018Make this a title\u2019 <\/b>button.<\/h3>\n

Switch on the \u2018Make this a title\u2019<\/b> option.<\/p>\n

\"Uncategorized<\/div>\n

\n

Step 8:<\/b> Enter your Proposal title. <\/h3>\n

Enter the title of your proposal below the description field.<\/p>\n

\"Uncategorized<\/div>\n

\n

FAQ:<\/h2>\n

Q. What if I haven\u2019t set up my business information?<\/h3>\n

A. If your business information is incomplete, you\u2019ll need to fill it in before AI can generate a business proposal for your customer.<\/p>\n

\n

Q. What does the \u2018Make this a title\u2019 button do?<\/h3>\n

A. Toggling on \u2018Make this a title\u2019<\/b> marks the selected text as the proposal title, ensuring it\u2019s properly formatted.<\/p>\n

\n

Q. Can I edit the title after saving the proposal?<\/h3>\n

A. Yes, you can edit the title anytime by going to the Proposal content<\/b> section and following Steps 5-8<\/b>.<\/p>\n

\n

Q. What happens if I don\u2019t add a title?<\/h3>\n

A. If you don\u2019t specify a title, your proposal may lack clarity or proper formatting when shared with clients.<\/p>\n

\n

\n

Discover more tutorials for Bookipi Proposals<\/b><\/h2>\n

Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our Bookipi Proposals guides<\/a>.<\/p>\n

\n

Get the latest version of Bookipi Invoice on Web v2 and get set up with our Web v2 guides<\/a>.<\/p>\n

\n

Make sending invoices anytime and anywhere even easier by downloading Bookipi Invoice mobile app<\/a>. Check out our mobile app guides<\/a>. <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"

Learn how to add a title to Bookipi Proposal.<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"","_yoast_wpseo_title":"","_yoast_wpseo_metadesc":"","site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center 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