How to complete a business proposal that is accepted by your customer
Learn how to complete a business proposal that has been accepted by your customer in Bookipi’s proposal maker, with this simple guide below.
Steps to complete a business proposal
Step 1: Go to Bookipi’s proposal maker
Select Proposals from the left-hand section of Bookipi web app
Step 2: Select a proposal
Select the proposal you wish to complete
Step 3: Select ‘Complete’
Select the three dots on the top right corner. Then, press ‘Complete’
Your proposal will now have been completed
Your client will receive an email notifying them that the proposal has been completed.
If you complete a proposal with a service item that is billed on completion, your client will receive an email to accept or decline the proposal. If they accept the proposal they will be billed automatically, if they decline the proposal you will be notified.
If your client accepts the completion of the proposal
If the client accepts the completion of the proposal, they will receive an email of the invoice that has been paid.
And a receipt of the paid invoice
You will also be notified via email that your client has paid for your service and the invoice will be saved to your Bookipi account.
Please note: Invoices generated via a proposal can be viewed and printed on your Bookipi web and Bookipi mobile account but cannot be edited
If your client declines to complete a proposal
If they select decline a proposal, a pop up will appear requesting the reason for the decline
You will then receive an email from the merchant to say your proposal completion has been declined
