{"id":7514,"date":"2022-01-13T00:09:39","date_gmt":"2022-01-13T00:09:39","guid":{"rendered":"https:\/\/bookipistg.wpengine.com\/?p=7514"},"modified":"2026-05-17T06:36:02","modified_gmt":"2026-05-17T11:36:02","slug":"how-to-create-a-proposal","status":"publish","type":"post","link":"https:\/\/bookipi.com\/gb\/guides\/bookipi-proposals\/how-to-create-a-proposal\/","title":{"rendered":"How to create a proposal"},"content":{"rendered":"<div class=\"intercom-article\">\n<h2 class=\"intercom-article-subheading\">Learn how to create a new proposal in Bookipi Proposals<\/h2>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Learn how to create a new proposal in Bookipi Proposals with our simple guide below.  <\/p>\n<hr>\n<p class=\"no-margin\"><i>Bookipi Proposals is available for users who have <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/how-to-activate-proposals\/\" target=\"_blank\" class=\"intercom-content-link\">activated payments on Bookipi<\/a>.<\/i><\/p>\n<hr>\n<h2 id=\"h_6a030efb45\">Making a new proposal<\/h2>\n<p class=\"no-margin\">There are two ways to create a new proposal<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_4aca0f0df0\" target=\"_blank\" class=\"intercom-content-link\">From the Proposals section in the left menu <\/a> OR <\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_c58bb1d73b\" target=\"_blank\" class=\"intercom-content-link\">From the \u2018+ Create\u2019 button in your dashboard<\/a><\/p>\n<\/li>\n<\/ul>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/a1859a5ea98431c716403d6454cb361e6f84f7c0a0616c9c08117f53751a24fb.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 1\" class=\"intercom-img-landscape\"><\/div>\n<h3 id=\"h_afccd848c5\">1. From the Proposals section in the left menu <\/h3>\n<p class=\"no-margin\">Select <i>+ Create<\/i> from the Proposals section<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/0f88e1017504b683298f27f0d507eb8f8d033e46d34c1e4cfc30cdbbad01a5fd.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 2\" class=\"intercom-img-landscape\"><\/div>\n<h3 id=\"h_656ba72ace\">2. From the \u2018+ Create\u2019 button in your Bookipi account dashboard<\/h3>\n<p class=\"no-margin\">Select <i>Proposals<\/i><\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/522c8ecf153bc3495684940233b6d697c0cf15ddb01389b55b62fb6c206cb247.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 3\" class=\"intercom-img-landscape\"><\/div>\n<h2 id=\"h_08a5ee0e52\">Bookipi Proposals page<\/h2>\n<p class=\"no-margin\">The main section for Bookipi Proposals feature is separated into four parts including:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><b><i><a href=\"#h_7c4c14967d\" target=\"_blank\" class=\"intercom-content-link\">Details<\/a><\/i><\/b>: You can <a href=\"#h_115807479e\" target=\"_blank\" class=\"intercom-content-link\">add a cover page<\/a>, <a href=\"#h_6fdd8827da\" target=\"_blank\" class=\"intercom-content-link\">enter the title, customer detail<\/a>, add in <a href=\"#h_d922c74f58\" target=\"_blank\" class=\"intercom-content-link\">start<\/a> and <a href=\"#h_3dab3915ee\" target=\"_blank\" class=\"intercom-content-link\">end<\/a> times.<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i><a href=\"#h_6e866faa7e\" target=\"_blank\" class=\"intercom-content-link\">Services<\/a><\/i><\/b>: You can <a href=\"#h_5d2f5763f9\" target=\"_blank\" class=\"intercom-content-link\">add service items<\/a>, the <a href=\"#h_ae9a0fcfb3\" target=\"_blank\" class=\"intercom-content-link\">billing type<\/a>, and <a href=\"#h_4b07e14e3d\" target=\"_blank\" class=\"intercom-content-link\">add\/edit tax<\/a> if required. <\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i><a href=\"#h_e2e12571ea\" target=\"_blank\" class=\"intercom-content-link\">Agreement<\/a><\/i><\/b>: Review and edit the terms and conditions of your proposal. <\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b><i><a href=\"#h_71c646496b\" target=\"_blank\" class=\"intercom-content-link\">Preview<\/a><\/i><\/b>: Preview your completed proposal before you send it. <\/p>\n<\/li>\n<\/ul>\n<hr>\n<p class=\"no-margin\"><i>Easily navigate between these parts by clicking on the tabs.  However, please select \u2018<\/i><b><i>Save &amp; Continue<\/i><\/b><i>\u2018 to save your current progress as a draft.<\/i><\/p>\n<hr>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/65d5a50397c8d5afad24de8e8845dfd3eeb133e8e0b72cc6003c0d41c3510e51.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 4\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<h2 id=\"h_ec2989268c\">Sections of a Proposal made with Bookipi<\/h2>\n<h3 id=\"h_273d480755\">1. Adding a cover page<\/h3>\n<p class=\"no-margin\">Firstly, you can make a cover page for your proposal.  This step is optional. <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/d3d8aa1aa2a9a9c8240acce4370dc5034f2865d050e5e0d36381f73a7e4b5801.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 5\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">You can upload a pre-designed cover page by selecting \u201c<i>Upload a file\u201d <\/i>OR create your own cover page by selecting <i>\u201cDesign on Canva\u201d<\/i><\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">If you decide to design on <a href=\"https:\/\/www.canva.com\/\" target=\"_blank\" class=\"intercom-content-link\">Canva<\/a> you will need to log in or sign up to use Canva.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/e59a34ff657823b67030d62b8f2a59a29133c99a99f93c2bd6fc7af7d0c47755.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 6\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Choose from the templates provided or make a new proposal cover page.  Select \u2018<b><i>Save\u2019<\/i><\/b>.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/03f342d01c7e0987e1d2f69199af95ca3cd0ae721633a8385aee50be43988e60.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 7\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">You can delete a cover photo by selecting the the \u2018x\u2019 close button in the top right of your proposal in Bookipi.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/b183d3288af9758677086d0a4dec0c299037056e67eb1dca0451617e7117e180.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 8\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<p class=\"intercom-align-center no-margin\"><i>Your previous proposal covers will be saved if you need to reuse them for the next proposal.  Simply select any image from your gallery of \u2018<\/i><b><i>Previous covers<\/i><\/b><i>\u2018.<\/i> <\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/d579647207d7346f2c58077ed0530b128b371085f6c5554e9d7382067f45c97d.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 9\" class=\"intercom-img-landscape\"><\/div>\n<h3 id=\"h_f16165cb32\">2. Add Proposal Title and Customer<\/h3>\n<p class=\"no-margin\">Enter your proposal title and add a customer.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">When you add a customer you can create a new customer or add them from your customer list in your Bookipi account.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/cd1d5c741dc96b82318ba5d20da10559a097c79adecbc5407aec52175249f4d8.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 10\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Once you have added your customer, select an option for your proposal start and end dates, and specify the actual dates.  Proposal start and end date options include:<\/p>\n<p class=\"no-margin\">\n<h4 id=\"h_497827c97a\">Proposal start dates<\/h4>\n<ul>\n<li>\n<p class=\"no-margin\"><i>On Acceptance <\/i>\u2013 The proposal begins once the customer accepts the proposal. <\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><i>On fixed date<\/i> \u2013 The proposal begins on a specific date.<\/p>\n<p class=\"no-margin\">\n<\/li>\n<\/ul>\n<h4 id=\"h_1f12420a62\">Proposal end dates<\/h4>\n<ul>\n<li>\n<p class=\"no-margin\"><i>Set length <\/i>\u2013 The proposal ends after your specified duration in months.  For example, e.g. If the proposal was accepted on 08 Dec 2021 and you select 12 months, the proposal will end on 08 Dec 2022<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><i>Set date<\/i> \u2013 The proposal ends on a specific date.<\/p>\n<\/li>\n<\/ul>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img fetchpriority=\"high\" fetchpriority=\"high\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/f95f80a88754c43dbaa980309a5a057a9eacbe6335c57d79f1d24c23588837d0.png\" width=\"2846\" height=\"1410\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to create a proposal - 11\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Select \u2018<b><i>Save &amp; Continue<\/i><\/b>\u2018 to save your progress as a draft. <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/a9b4d4e22879434c1455821ef74c5f6ad9fa254cca3c7d3881e0030b8314c650.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 12\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<h3 id=\"h_ace880a90b\">3. Adding Services to your Proposal<\/h3>\n<h4 id=\"h_c08e3bfd7f\">Step 1: Add an item<\/h4>\n<p class=\"no-margin\">Next, add an item from the items list in your Bookipi account or create an item by entering an Item name.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/fe22f35c320b35da12fb25623abfb529d3a48f417a9185af81e589a35e9d5d4f.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 13\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Add a description, price, quantity for your item and specify your<a href=\"#h_ae9a0fcfb3\" target=\"_blank\" class=\"intercom-content-link\"> billing type<\/a><\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/8c209bd2f9bfe2ae4c39ca1e6e70e9d62d2dc225d1f48bc99d7941731635d4c6.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 14\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<h4 id=\"h_b9b4c1f619\">Step 2: Customize billing type for the item<\/h4>\n<p class=\"no-margin\">Set your billing type for service items to activate automated billing for Proposals.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/a006f9d627812cdc54f95ba50fa1072e9370167a5ad0aed71854732acf02377e.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 15\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Available billing types include:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><b>None<\/b>: This service item will not be billed automatically and will not have invoices generated. <\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b>On acceptance<\/b>: This service item will be automatically billed to the customer once the customer accepts the proposal<\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><b>On completion: <\/b>This<b> <\/b>service item will be automatically billed to the customer once the proposal has been indicated as completed<\/p>\n<ul>\n<li>\n<p class=\"no-margin\">Please note that services will be charged when the proposal has been <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/how-to-complete-an-accepted-proposal\/\" target=\"_blank\" class=\"intercom-content-link\">marked as complete<\/a><\/p>\n<\/li>\n<\/ul>\n<\/li>\n<li>\n<p class=\"no-margin\"><b>Recurring:<\/b> This service item will be automatically billed depending on the start date and frequency selected. <\/p>\n<ul>\n<li>\n<p class=\"no-margin\">If service items are given fixed dates before the approval date of the proposal, the billing for that item will start counting down from the date of approval rather than the fixed date indicated.  <\/p>\n<\/li>\n<li>\n<p class=\"no-margin\">An example of a recurring billing type is as follows:<\/p>\n<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/f8bed877f86736d98333b1d7488878cef0209355662256043e7165d49f980fe9.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 16\" class=\"intercom-img-portrait\"><\/div>\n<h4 id=\"h_6089eb4f26\">Step 3 (Optional): Add and edit tax <\/h4>\n<p class=\"no-margin\">If you have added a billing schedule you also have the option to add tax. <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">To add tax select \u2018<b><i>Excluding 0% TAX<\/i><\/b>\u2018<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/9c1c63be567dd017f28efa995cdcb70e123cd689314745ef1590ed0f93fb492d.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 17\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Select \u2018<b><i>Change tax settings<\/i><\/b>\u2018<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/ec376bf1c4ff425df879a45f45d77f5b8a44813309b560bdf0d30d7c4393334f.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 18\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">You can edit the abbreviation used, enter the % tax calculated, indicate whether it is inclusive\/exclusive, or even add a second tax.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/c01b739e249fa4ef55c18fe0c00a975796612d60010efa7c96e57c821071eec7.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 19\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Once you are happy with the changes, click \u2018<b><i>Save<\/i><\/b>\u2018<\/p>\n<hr>\n<p class=\"intercom-align-center no-margin\"><i>Your changes will be saved in your Proposals settings.  Any new items generated will have your selected tax settings automatically added. If you wish to edit your tax settings for future items, edit this in the Settings section by following <a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/how-to-set-the-tax-on-future-invoices\/\" target=\"_blank\" class=\"intercom-content-link\">this guide<\/a>.<\/i><\/p>\n<hr>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/9d65dbddcf31ad0b1ba9a3d3217f6dbe0fe72c0088e04932c6f9bd1c1406cc45.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 20\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Any new items created will now automatically have this tax applied. If you wish to remove your tax from new items on a proposal, select the \u2018<b><i>Tax\u2019<\/i><\/b> title.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/a187a1330c2c3aa7166546bf8f7e68f1cda1c7fd118d40991d560501852cf956.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 21\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">And untick the options that don\u2019t apply to the item.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/188bcd988670d0e2fafaabaa39a453eb67eb048d0f8f4c570ab333e0f7a69add.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 22\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_57c8ac7154\">Step 4 (Optional):  Add an additional item<\/h4>\n<p class=\"no-margin\">You can add multiple items by selecting \u201cAdd an item\u201d<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/8cfc0192c1f1bfb37276ad606057fbac2a4a12c82adad493d8a1b4152565053a.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 23\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<p class=\"intercom-align-center no-margin\"><i>Note: You can also add the same item multiple times if you would like to customize specific billing periods for the same item<\/i><\/p>\n<hr>\n<h4 id=\"h_650a55e5ef\">Step 5 (Optional): Rearrange the item order<\/h4>\n<p class=\"no-margin\">If you want to rearrange the item order you can select and hold the move icon on the top left of the item card and drag it up or down to rearrange the order.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/913abf328966ba2e49171505486d34459fdbc98221ee0730ed11071fe00dfff0.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 24\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_85c796911e\">Other (Optional): Copy an item<\/h4>\n<p class=\"no-margin\">If you want to copy an item select the copy icon.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/9853485776128fc318b8e9e1157fee164257e7d25f38c1e7769b5728c4658fc5.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 25\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_4ae1a7eaed\">Other (Optional): Delete a service item<\/h4>\n<p class=\"no-margin\">If you would like to delete a service item select the bin icon. <\/p>\n<h2 id=\"h_6a49df3748\"><\/h2>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/d3cc81ec32b945a70dac3fa7a0b3d1966b57a9d5265f7e319b4d868499decccf.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 26\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Once you are happy with your service items select \u201cSave &amp; Continue\u201d<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/40d8a59cd7626e796db0e46b9b562bd7fe4750cff6c998420c9133b07bfc38cd.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 27\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<h3 id=\"h_c2449600d0\">4. Agreement<\/h3>\n<p class=\"no-margin\">The details that you provide are automatically included in the Agreement section.  You can also access commonly used Terms and Conditions templates.  You can review the service agreement and make any of the following changes as required:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_de22997eb8\" target=\"_blank\" class=\"intercom-content-link\">Edit the expiration date of the agreement, <\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_aacf74eacd\" target=\"_blank\" class=\"intercom-content-link\">Edit the customer details <\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_53bb5b33e5\" target=\"_blank\" class=\"intercom-content-link\">Customize the terms and conditions<\/a><\/p>\n<\/li>\n<\/ul>\n<hr>\n<h4 id=\"h_a86031b292\">Editing the expiration date of the agreement<\/h4>\n<p class=\"no-margin\">The expiration date determines how long the proposal is active until it expires. Once the proposal has expired, your client will not be able to view the proposal, and you will need to revoke and edit the proposal to resend this to your client. <\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">You can <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/how-to-edit-and-set-the-proposal-expiry-date-for-future-proposals\/\" target=\"_blank\" class=\"intercom-content-link\">edit the expiration date permanently<\/a> for future proposals in the settings section.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">To edit the expiry date on the agreement select the date indicated by the dotted box<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/f0fb4fb95e10859859b4edf791a5906dfe4dcae6788ead518017c9ea7de6951c.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 28\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">A calendar will pop up for you to select the correct expiry date. Select the correct date and select ok<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/6aa6c92fe3f1f5be86d5ad699c37373c3eff8878542c29293efc2a1d7e34cf8c.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 29\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_86fb61e294\">Edit the customer details as required<\/h4>\n<p class=\"no-margin\">If you need to edit the customer details at this stage, you can edit them by hovering over the customer detail box and selecting edit<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/e3b40a7d93e0e9c3b10e415ab856f45d5d54694d7c61c4c270f4a0c9f0ac8234.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 30\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">You can edit your customer\u2019s details here or you can also choose an existing customer to swap the proposal to.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/55aa4519a85fd897c5ddb23e927ba62598fa42b9436f266136b3e5d23618d104.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 31\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Your supplier details are pulled from the Business number section in <a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/how-to-set-up-your-business-on-web\/\" target=\"_blank\" class=\"intercom-content-link\">business settings<\/a>.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/ef184f7fa12bb1250b4675349423b498fb65c093eea98c699889ada05345a234.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 32\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Review your billing schedule and customize your Terms and conditions by scrolling down the page.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/d4117e77c295e5b3c70a47f62a769506af8f248edb3b690af5729fad8ed42264.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 33\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<h4 id=\"h_8bf9905c02\">Customize the Terms and Conditions<\/h4>\n<p class=\"no-margin\">There is a set template on the Terms and Conditions page. You can customize our set template using the following methods:<\/p>\n<ul>\n<li>\n<p class=\"no-margin\"><a href=\"#h_bc6a5a279b\" target=\"_blank\" class=\"intercom-content-link\">Add a clause<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_5b0cd39d91\" target=\"_blank\" class=\"intercom-content-link\">Edit a clause<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_076c5f1e35\" target=\"_blank\" class=\"intercom-content-link\">Hide a clause<\/a> <\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_c31e148af0\" target=\"_blank\" class=\"intercom-content-link\">Delete a clause<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_56f9cedf25\" target=\"_blank\" class=\"intercom-content-link\">Rearrange clauses<\/a><\/p>\n<\/li>\n<li>\n<p class=\"no-margin\"><a href=\"#h_ca2d55619d\" target=\"_blank\" class=\"intercom-content-link\">Save on settings<\/a> <\/p>\n<\/li>\n<\/ul>\n<hr>\n<h4 id=\"h_a69f3a0be4\">Add a Clause<\/h4>\n<p class=\"no-margin\"><b>Step 1: <\/b>Add a clause by selecting \u2018<b><i>+ Add a clause\u2019<\/i><\/b><\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/07e03b866c9bdf16e24fa79141bcb8bec25c35323d3b3689152954535aaca641.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 34\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 2: <\/b>Add a headline, customize your content and click \u2018<b><i>Add<\/i><\/b>\u2018.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/bf9136dadcffabacd38c9364a5c0bc9e0982e2626aa039c337729ec8e598e1e1.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 35\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Your clause has now been added to the agreement<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/b6d923a47827af0e6fc98962d1b60b85c859679c7c728372cf0c23baddabe5ff.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 36\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_03ec0e0251\">Edit a clause<\/h4>\n<p class=\"no-margin\"><b>Step 1: <\/b>Select the pencil icon <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/935bf6ef207193bd8e9efdc16ff7871a830c473528cd51d22129cba2b436a863.png\" width=\"2848\" height=\"1408\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to create a proposal - 37\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 2: <\/b>Make edits to the clause and select <b><i>\u2018Update\u2019.<\/i><\/b><\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/a757264e96e4740cfd759e03b68888188d262a0073e7ade8f1d81d894f69ecd1.png\" width=\"2848\" height=\"1408\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to create a proposal - 38\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_2d2b953a53\">Hide the clause<\/h4>\n<p class=\"no-margin\">You may wish to hide the clause if it doesn\u2019t apply to this specific proposal.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Simply select the eye icon<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/9c52b4161925345025309c4caace76792e04a29dcae611629e2e40c2344b8ccd.png\" width=\"2842\" height=\"1402\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to create a proposal - 39\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">The particular clause will now be hidden.<\/p>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/b346d5e0e0b39b71df653b0064b64d9a018ffd6b2c77c0f3d98daf635cc54edb.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 40\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_5a97e92639\">Delete the clause<\/h4>\n<p class=\"no-margin\"><b>Step 1: <\/b>Select the bin icon<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img loading=\"lazy\" loading=\"lazy\" decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/4f4c7f6916252998588d1c9541be41d7d484fcba3c6ee78b4e879baa65cef73a.png\" width=\"2842\" height=\"1396\" style=\"height: auto;\" alt=\"Bookipi Proposal Maker - How to create a proposal - 41\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\"><b>Step 2: <\/b>Select <i>\u2018<\/i><b>OK<\/b><i>\u2018 <\/i>to continue <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/86fcebf6c4ee9f1439200603662ace33c926e9a32d22ebaf5386acf2f60f0642.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 42\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_c68656be3d\">Rearrange clauses<\/h4>\n<p class=\"no-margin\">You can also rearrange the clause by clicking and holding on to a specific clause and dragging it up or down to rearrange the order. <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/52069297eb2d1a8eca54482244bb279bebee5978470b40135caf8da848dc87d9.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 43\" class=\"intercom-img-landscape\"><\/div>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/f28cde7ba5fcbc1869f57f30db1ab0e459bbf8f90f038a0155a0e65beb2ee5eb.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 44\" class=\"intercom-img-landscape\"><\/div>\n<h4 id=\"h_5209afdadb\">Save on Settings<\/h4>\n<p class=\"no-margin\">All changes will only apply to this specific agreement unless \u2018<b><i>Save on settings<\/i><\/b>\u2018 is selected. Once \u2018<b><i>Save on settings<\/i><\/b>\u2018 is selected, any changes you have made to the current Terms and Conditions will be saved in your account settings.  You will not be able to recover previous saved settings.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Any new proposals generated will apply the new terms and conditions that have been saved in Settings.  You can <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/how-to-set-the-terms-and-conditions-for-proposals\/\" target=\"_blank\" class=\"intercom-content-link\">edit the terms and conditions in the settings section<\/a> anytime.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/f25b49120690f2a523d7b5398d674a468be9bd7cbe50b0a52eacf542903efbac.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 45\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Once you are happy with the agreement select \u2018<b><i>Save &amp; Continue<\/i><\/b>\u2018<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/755d156ab0d7f9a85b12d8b618d550f225d0079f62988bc87491c30a81507515.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 46\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<h3 id=\"h_605d4ec74f\">5. Preview screen<\/h3>\n<p class=\"no-margin\">In the preview section, you can preview the proposal that your client will see <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/691fe26558477ddb6c3dd37c6efe365b86ea3c25a428e98a6773fef58b64ef93.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 47\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Scroll down to the bottom of the screen and you\u2019ll be able to see the <i>cover<\/i>, <i>services<\/i>, <i>payment<\/i>, and <i>sign<\/i>.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/be5241184398ede6d37f32877e43b645493e8de8a962ee68f32a807aac53e17b.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 48\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Review the services offered<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/448816b41970af4b7f8098cc3c3672bdb54d4893f9fb4a28fc6560bc3d902d91.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 49\" class=\"intercom-img-landscape\"><\/div>\n<h3 id=\"h_caf1f74f38\">6. Payment info<\/h3>\n<p class=\"no-margin\">Payment information is required by the client to accept the proposal. This payment information will be charged for service items that have a <a href=\"#h_ae9a0fcfb3\" target=\"_blank\" class=\"intercom-content-link\">specified billing type<\/a>. If None was selected then no payment details will be required <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/feb3e56c297e5eb0017d4bb810166b657a68f329a3969cf495004191697a3e7b.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 50\" class=\"intercom-img-landscape\"><\/div>\n<h3 id=\"h_9c7a6064d4\">7. Print or download the agreement<\/h3>\n<p class=\"no-margin\">The user will be able to print or download a PDF version of the agreement, review the service, accept and sign the agreement.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/9b2f644b0eb417e8512f6bb31bee1c5b07ce7ffa23ae301979061abd29d91011.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 51\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Once everything looks good select \u201cSave and Send\u201d<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/6d6b03457d2eafb02c1175c12e11e4245c67467cf1c8d13d9d75a1639cebe9c7.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 52\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Review and edit the email as required. <\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/bfc6370c0cbeff5da845e84f22eeeba98989f03453a4fe62962088a114f766a4.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 53\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">You can add several different people in the To or BCC section, and also send yourself a copy.<\/p>\n<hr>\n<p class=\"intercom-align-center no-margin\"><i>Please note: Although you can send the proposal to multiple people, only one person is required to sign the invoice and enter their payment details.<\/i><\/p>\n<hr>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/d37bc96be5c572ab4495194f2719878dc8634d7178f616a55b12935a8c179ca3.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 54\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Once you are done, select send.<\/p>\n<hr>\n<p class=\"intercom-align-center no-margin\"><i>Please note: if you do not wish to send the proposal just yet you can select \u201cClose\u201d and this will just save your proposal. <\/i><\/p>\n<hr>\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/97e7ef5826930bd4b022fca4b1ad2e38d8eda0d3dfbbdc54fbdf06c61e581343.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 55\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">Your client will now have received their proposal to view and accept.  <\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/a1f29bf24f0741119ca8e2dee4df73ddddb1d9f8dea21fea0fb4d9b7ab1bfde5.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 56\" class=\"intercom-img-portrait\"><\/div>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Once they accept the proposal they will receive an email of the agreement as a pdf<\/p>\n<div class=\"intercom-container intercom-align-center\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/7b7198095869d2c2a9e73357ed7c311d9d27d4c5a6b544f36ad07350ca92e089.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 57\" class=\"intercom-img-landscape\"><\/div>\n<p class=\"no-margin\">The proposal state will also have changed to accepted.<\/p>\n<p class=\"no-margin\">\n<div class=\"intercom-container\"><img decoding=\"async\" src=\"https:\/\/bookipi.com\/wp-content\/uploads\/2023\/02\/95cad9b93b58974483b95721d19d02931f6c04d1e62fc1fbc3bc62437f2bc877.png\" alt=\"Bookipi Proposal Maker - How to create a proposal - 58\" class=\"intercom-img-landscape\"><\/div>\n<hr>\n<p class=\"intercom-align-center no-margin\"><i>Please note: If you have a service item that is charged on acceptance of the proposal, your client\u2019s card will be charged and they will receive the invoice and receipt of the payment.<\/i><\/p>\n<p class=\"no-margin\">\n<p class=\"intercom-align-center no-margin\"><i>If a card payment is unsuccessful, the system will email the client to check their account details. The system will attempt to charge the card again after 3 days, 6 days, and then 14 days. If at the end of 14 days it is still unsuccessful, the automated charge will be canceled for that billing period. If you have updated the bank details within 14 days, the system will attempt to charge the new card.<\/i><\/p>\n<hr>\n<p class=\"no-margin\">\n<h2 id=\"h_0ce4fbb573\"><b>Discover more tutorials for Bookipi Proposals<\/b><\/h2>\n<p class=\"no-margin\">Discover more tips on how to get the most out of using the Proposals feature in Bookipi Invoice with our <a href=\"https:\/\/bookipi.com\/guides\/bookipi-proposals\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Proposals guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Get the latest version of Bookipi Invoice on Web v2 and get set up with our<a href=\"https:\/\/bookipi.com\/guides\/invoice-web-v2\/\" target=\"_blank\" class=\"intercom-content-link\"> Web v2 guides<\/a>.<\/p>\n<p class=\"no-margin\">\n<p class=\"no-margin\">Make sending invoices anytime and anywhere even easier by downloading <a href=\"https:\/\/www.bookipi.com\/invoice-app\/\" target=\"_blank\" class=\"intercom-content-link\">Bookipi Invoice mobile app<\/a>.  Check out our <a href=\"https:\/\/bookipi.com\/guides\/invoice-mobile-app\/\" target=\"_blank\" class=\"intercom-content-link\">mobile app guides<\/a>.  <\/p>\n<\/div>\n","protected":false},"excerpt":{"rendered":"<p>Learn how to create a new proposal in Bookipi Proposals<\/p>\n","protected":false},"author":9,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_yoast_wpseo_focuskw":"how to create a business proposal","_yoast_wpseo_title":"How To Create A Business Proposal For Free | Bookipi Proposals","_yoast_wpseo_metadesc":"Learn how to create a business proposal with Bookipi Proposal maker. 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