Learn how to enable or disable your FAQs in your business proposal using Bookipi Proposal AI.
How to enable/disable FAQs on Proposal AI
Follow the steps below on how to enable or disable your FAQs in your business proposal using Bookipi Proposal AI.
Step 1: Click ‘Proposal AI’.
Click on ‘Proposal AI’ either from the dashboard or the left panel of the screen.
Step 2: Click ‘+ Create’ or open a draft proposal.
Click ‘+ Create’ to start a new proposal, or choose a draft from your list.
Step 3: Add items.
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.
Next, select either ‘Use my website’ to pull information from the website you have already created with our website builder, or ‘Create new’ to add new details for your proposal.
Step 4: Fill in the information.
If your business information is not fully set up, you’ll need to complete the setup so the AI can gather the necessary details to generate your business proposal for your customer.
Step 5: Click ‘Edit content’ under the Proposal content section.
In the Proposal tab, click the ‘Edit content’ button located in the Proposal content section on the left panel.
Step 6: Select ‘FAQ’.
Select ‘FAQ’ from the available drop-down menus.
Alternatively, you can click directly on the sections on your proposal, and it will take you to the editing area in the left panel of your screen.
Step 7: Enable or disable your FAQs.
Turn on the ‘Show FAQ’ option to include your business FAQs in the proposal.
Turn off the ‘Show FAQ’ option to hide your FAQs from the proposal or if you don’t have any.
Step 9: Click ‘Save’.
Click ‘Save’ in the top right corner of your proposal to save your changes.
Step 10: Click ‘Send’.
Check all the details of the proposal before sending it to your customer. When you are ready, click ‘Send’ in the top right corner to submit it.
FAQ:
Q: How many FAQs can I include in my proposal?
A: You can add up to 15 FAQs to your business proposal.
Q: Is it possible to add a link within the FAQ section?
A: No, it is not possible to include a link in the FAQ section that directs to other web pages.
Q: Can I use Bookipi proposals on the mobile app?
The Bookipi Proposal feature is currently only accessible through the web version and is not available in the mobile app.
Discover more tutorials for Bookipi Invoice Web App
Discover more tips on how to get the most out of Bookipi Invoice web app with our Bookipi Invoice guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.
