FAQs on sending business proposals with Bookipi’s easy proposal maker
Learn about Bookipi Proposals, brought to you by Bookipi Invoice. We cover frequently asked questions below.
FAQs on sending business proposals with Bookipi’s easy proposal maker
What is Bookipi Proposal maker?
Try Bookipi proposal maker for free to make and send professional business proposals to clients. Our proposal software is ideal for designers, freelancers, salespeople and anyone who wants a visual way to present product and service offerings in a clear sales document.
You can generate invoices straight from any proposal that you create in Bookipi web app. You can also accept card payments for deposits from clients.
Why should I try Bookipi Proposal maker?
Bookipi’s proposal maker positions you well to win new work. Make professional business proposals to clearly communicate the scope of work, timelines, fees, and charges to customers. Try Bookipi’s simple proposal software for free on a web app. Sending business proposals to clients portrays a professional image of your freelance or small business to prospective clients.
Who can use Bookipi Proposal maker?
Anyone can try Bookipi proposal maker for free. Our proposal software is ideal for freelancers who earn money from their own skills or service. We help self-employed and small businesses save time when you need to send out sales documents and contracts to customers.
How is Bookipi Proposal maker different to other proposal software?
Almost all other proposal software providers on the market don’t support online card payments within a proposal itself. Bookipi Proposal maker offers automatic payments and invoice generation straight from a business proposal.
Why is it easier to send a proposal, estimate or a quote using Bookipi than Google Docs?
Google Docs has limited functionality. Bookipi’s combined proposal maker and invoicing solution has the following advantages:
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- Easily add items to business proposals
- Access professional proposal templates with customizable covers powered by our Canva integration.
- Version control
- Get paid securely and conveniently by customers with integrated card payments
- Customizable legal terms and conditions templates.
- Track proposals, invoices and payments in one spot
How do I create a business proposal?
Sign up to try Bookipi web app for free. Access the easiest proposal maker and other helpful small business features.
The best part of using Bookipi proposal maker is that you can accept and track payments including deposits from clients who’ve formally accepted your business proposal. Our integrated card payments are securely powered by Stripe for your peace of mind.
Can I set an expiry date for clients to accept business proposals?
Yes, to set expiry dates on business proposals by selecting Settings > Proposals >. Then, click ‘Edit’ on the Expiry term. It’s simple to set expiry dates for proposals.
How do I edit a business proposal?
- You can edit a business proposal if the status of the proposal is draft, saved, sent, or read.
Once the proposal has been accepted, you can’t amend the business proposal except for the payment details. You will need to terminate or complete the original business proposal. Then, create a new business proposal in order to make amendments.
How do I delete a business proposal?
To delete a proposal, select the proposal you wish to delete. Click on the three dots on the top right. Then, select ‘Remove‘. Read our user guide on how to delete a business proposal in Bookipi.
Can I access invoices created in Bookipi’s proposal maker on other devices?
You can access any invoices generated in the Bookipi web app, from any device including mobile app. These invoices are system-generated and can’t be edited to ensure integrity.
Can I use Bookipi’s proposal maker on mobile app?
Our proposal software is currently available only on Bookipi web app. However, you can view any invoices generated from our web proposal maker, on all devices including mobile app. However, these invoices can’t be edited once they are generated in our proposal software.
Can I edit or update a business proposal once it has been signed?
Once the agreement section of the business proposal has been signed by the client, your business proposal is set and can’t be changed. Your clients’ credit card details are the only element that can be edited once the agreement has been signed.
Can we add many people to a business proposal?
You can send a business proposal to multiple people. However, only one person is required to sign the agreement. Learn how to send a proposal to multiple people with our simple user guide.
How can I update clients’ credit card details for automated payments in Bookipi’s proposal software?
Once an agreement is accepted your client can edit a business proposal and amend their credit card details.
As a business merchant, you can also select business proposals and edit credit card details straight from Bookipi Invoice.
Will my client’s card be automatically charged for any invoices created in Bookipi’s proposal software?
Your client may be automatically charged depending on the billing frequency selected. Once a payment has been made, invoices are generated, saved and sent to clients from Bookipi Invoice.
If you don’t want automatic charges to your clients’ credit cards, make sure to select ‘None’ on Billings for a service item when creating a proposal using Bookipi.
Do my clients receive a receipt if they pay for a service item?
Yes, once a client signs a proposal agreement, their credit card is automatically charged at the frequency set in Bookipi’s proposal maker system. Once a client pays, their invoice is marked as ‘paid’ and your client receives an automated receipt by email within 24 hours.
Do my clients receive an invoice before their credit card is automatically charged?
Your clients will receive an automated invoice after the payment has been processed on the invoice due date.
Can I still create a business proposal without requiring payment by the client?
Yes, your small business can make a business proposal without requiring any payment by the client. Simply indicate ‘None‘ in the billing section of the service item in your business proposal.
I signed up with Stripe to accept card payments using Bookipi’s proposal maker. When do I get paid or when should I expect to receive my funds?
Payout times depend on your industry and the country that your freelance or small business operates in. Your first payout typically takes about 7 days to reach your account. After the first successful payout, payouts will usually take about 3 business days to hit your account. You can monitor progress of your payouts in your Stripe dashboard.
It's been over 14 days and I still haven’t received my funds in Stripe. What can I do?
Stripe may decline to approve payment accounts at times. To check on the status of payouts, please login to your Stripe account.
How do I edit clients’ credit card details?
Your client can edit their own credit card details or you can edit your clients’ credit card details on their behalf as a merchant. Clients can click on the link to your business proposal, click on payments, and update their card details directly.
Small business merchants who have sent the business proposal, can go to their Proposals page. Then, select the business proposal that they’d like to update. Select ‘update’ next to the payment method.
My clients’ payment was unsuccessful. Will the system try to charge their account again?
If a credit card payment is unsuccessful, our system will send an email to the client asking them to update their credit card details. The system will also attempt to charge the credit card again after 3 days, 6 days, and then 14 days. If payment is still unsuccessful at the end of 14 days, the automated charge will be canceled for that billing period. If you have updated the bank details, the system will attempt to charge the new credit card.
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