Review a proposal before sending

Best Practices

For Proposals

✅ Do:

• Start with the right base product - It’s the foundation
• Review all auto-added products - Remove what’s not needed
• Double-check quantities for unit-priced items
• Review totals before saving - Verify margins are acceptable
• Use custom fields for one-off items instead of creating products
• Set appropriate expiry dates - Give customers reasonable timeframes
• Preview before sending - Use the PDF preview to catch any issues
• Communicate with customers about the base product selection

❌ Don’t:

• Don’t rush - Take time to select the right products
• Don’t ignore warnings - If pricing seems off, investigate
• Don’t save without reviewing - Always check totals first
• Don’t forget expiry dates - Proposals should have clear timeframes
• Don’t skip the PDF preview - Always review before sending
• Don’t send to wrong contacts - Verify email addresses

Tips for Efficiency

1. Use default products wisely - Set up good defaults and most proposals will be nearly complete
2. Create email templates - Save time on email composition
3. Organize your product catalog - Clean categories and sections make proposals faster
4. Use the drag-and-drop - Quickly reorganize products between sections
5. Learn keyboard shortcuts - Tab through fields quickly in custom product forms

Getting Help

If you have questions not covered in this guide:

1. Contact your system administrator - They can help with configuration and access
2. Check with colleagues - They might have encountered similar situations
3. Contact support - Include proposal ID for faster help
4. Review the Base Products guide - For questions about products and pricing: Base Products & Product System Guide

Related guides

• Proposal guides