New Feature | Send Proposals

Pitch to new clients with comprehensive proposals. Choose a template, include package options, and automatically send invoices—directly from your dashboard.

Creating a proposal

Choose from several templates to customize and create your proposal. Then send it to your client for their review and approval. Once they accept your proposal, a new invoice is created where your client can pay for your services online.

To create a proposal:

1. Click Partner Dashboard at the top of your Wix account.

2. Click the Client Billing tab on the left.

3. Click the Proposals tab on the left.

4. Click + Create New Proposal. Note: Skip this step if you haven't created a proposal yet.

5. Hover over the relevant template and click Use Template. Tip: Click Preview to view the template before editing it.

6. Enter the following details:

   1. Proposal name: Enter a name for the proposal.

   2. Client's name: Click the field and select a client for this invoice. Note: Click + Add Customer to add a new contact to your contact list and send them this proposal.

   3. Client's business name: Enter your client's business name.

7. Click Create Proposal.

8. Customize your proposal:

   1. Edit text: Click the relevant text to edit it. You can use the options at the top to format your text.

   2. Add elements: Click Add on the left and select an element to add to your proposal. Tip: After adding an element, select it to view formatting options or click and drag it to move it up or down in the proposal.

   3. Edit the design: Click Design on the left to edit the design theme and background.

   4. Edit the pricing: Click Pricing on the left to edit the pricing from the relevant tabs:

      1. Content: Click the relevant drop-down to edit the packages, single services, or proposal currency. Tip: You can offer single services as optional to allow customers to select only the ones they need. Click the Single Services drop-down, click the More Actions icon next to the relevant service, and select Edit. Then enable the Make this optional toggle.

      2. Design: Click the relevant drop-down to edit the design of the title and description, package options, price, and border.

9. Click Send to Client at the top to send the proposal to your client. Note: Alternatively, click Save to save it for later, or Preview to see how it looks.

10. Review the recipient's email address and edit the message details:

• Enter your subject: Edit the subject of the email message.

• Include your message: Edit the content of the email message.

• This proposal will expire on: Edit the date the proposal must be signed by.

11. Click Send Proposal.

Managing your proposals

From your Proposals tab, you can view, edit, resend, and take other actions on any of your proposals.

To manage your proposals:

1. Click Partner Dashboard at the top of your Wix account.

2. Click the Client Billing tab on the left.

3. Click the Proposals tab on the left.

4. View your proposal stats and details. Tip: Click the relevant heading on the Proposals table to sort the list.

5. Click the More Actions icon next to the relevant proposal and select:

• Edit: Make changes to the proposal.

• View Proposal: View the proposal in preview mode.

• Resend: Resend the proposal to your client.

• Print: Print a copy of the proposal.

• Download PDF: Download the proposal as a PDF file.

• Duplicate: Create a copy of the proposal.

• View Summary: View a payment summary of the services your client has accepted.

• Convert to Invoice: Turn the proposal into an invoice.

• Delete: Permanently remove the proposal from your list of proposals.
  

Contact support@infinitdeesigns.com or call (860) 967-5301 for more information about this feature!