Creating a standalone proposal
We're currently building a feature where you can create proposals to your prospective clients. Any new features will be announced via Johann's Weekly Live sessions, on Wednesdays.
Currently, it may look as though it's the Proposal and LOE which it is and works for 90% of our clients but we get it, you may want something less formal while you're feeling out your client and potentially willing to negotiate terms and pricing
So you need something that's perhaps a little less rigid, a little less 'final' - then read on!
Create a Proposal
What you can do however, is create a NEW proposal only email template - Settings - Communication - Message Templates - New
Just add the following passages in so it picks up the services and pricing - then tailor the tone / content to be more of a proposal - so lighter, less heavy in tone and perhaps 'subject to receiving acceptable responses from previous account / due diligence etc'
Remember, you want to pull through the services and fees etc, you'll need to INSERT PLACEHOLDERS to pull through - I've highlighted an example below with placeholders in RED
This way, you can have a tailored email proposal, with the services and pricing outlined and your terms of what you need to then turn this into an LOE and the client fully engaged.
This is a temporary workaround but it works just fine.
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