Sending proposals in TIDY is a great way for you to get clients to close more business, and feel confident that you have a written, enforceable contract to get paid.
Both of these things are important! You want clients to be able to easily say yes and you want to avoid disputes with the client later.
You can send proposals in 1 of 2 ways:
From there, enter the necessary information for your client, pick the service you are proposing, and make sure it is good to send.
Proposals look great, reflect your brand, and help convince clients that you are a professional with a well run organization.
If you made a mistake on a proposal, you can easily edit that using the following instructions:
The customer can use the same link as they had before to access that proposal, so don't worry about them "signing the wrong thing". The proposal will update automatically.
Clients can view their proposals from the emails sent, or from their client hub. The client hub is a unique link for your customers that shows them action items you need from them, like proposals that need their attention. Learn more here:Client Hub
Both from the email, and from the client hub, the client sees the proposal, and can accept or reject it.
If a customer tells you in person or over the phone that they accept the proposal, you can easily mark that proposal as accepted.
Customers can also accept proposals themselves. TIDY offers free eSignatures for proposals, so customers can agree to your proposals digitally by tapping. You and the client both get a notification of the agreement, so everyone knows what the deal was.
If you no longer need a proposal, you can cancel it. To cancel it:
(in beta, coming soon)