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The proposal templates are predefined templates to link the service packages. This template is a basic format for creating a quote proposal. You can customize it to include specific details related to your products or services.
Navigation: Settings -> Modules -> Quotes and Invoices -> Proposal Templates
  1. Select the “Settings” module from the left panel. Under the “Modules,” Choose the “Quotes & Invoices.” Select the “Proposal Templates.”
  1. Select the “Proposal Templates” and click “+ New Template.”
  1. Enter the template name and description. Click “Proceed” to enter the template details.
  1. Upload the image. Add the service packages. Click “Save” to create the proposal template.

4. Add-ons in the Proposal Template When Add-ons are configured and linked to service packages, they automatically appear within proposal templates as optional Add-ons. Where Add-ons Appear?
  • Add-ons are displayed within each proposal option card, under a dedicated Add-ons section.
  • They are grouped separately from the base service charges to clearly indicate that they are optional.