website logo
⌘K
Get Started
Compliance Requirements
Best Practices
Manage Your Account
Set Your Services
Set Service Area (Max Drive Time)
Setting Your Rates / Prices
Set a Schedule
Set your payments methods
Cancellation Fees & Booking Protection
Exporting Your TIDY Jobs To A Personal Calendar
Manage Private Clients
Client Job Requests
Adding Existing Clients
Protecting You & Your Clients' Privacy
Job Links & List Links
Your Website
Let Your Clients Book Online
Website Reviews
Get Clients from TIDY
How to Get More Clients
Job Notifications
Scores & Reviews
Certifications
Jobs
To-Do Lists
Job Issues
Standby Jobs
Messages
Proposals
Invoices & Payments
Invoices
Accepting Credit Cards
Payouts
Tips & Reimbursements
Fees for Clients from TIDY
Client Links
Automatic Follow Ups
Teams
Mileage Tracking
Taxes & 1099
Bonuses & Quests
Disputes
Integrations & Lead Sources
FAQs
Concierge Support
Docs powered by archbee 
10min

Proposals

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.

<video width="640" height="360" poster="http://d30thx9uw6scot.cloudfront.net/web-images/proposalsthumbnail.png" controls preload="none">
  <source src="http://d30thx9uw6scot.cloudfront.net/web-images/proposals.mp4" type="video/mp4">
</video>


Note: Others sometimes call these "Quotes" or "Estimates"

Some people call these "Quotes" or "Estimates", but in practice, we think the term "Proposal" makes more sense. This is because you are actually proposing something for them to accept, that is the goal of the proposal. When someone accepts your proposal, you now have an agreement.



Sending a Proposal

You can send proposals in 1 of 2 ways:

  1. You can go to a client's profile, and tap "Proposals".
  2. Or you can go to the "Add" section and tap "Send Proposal".

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.

Example proposal.
Example proposal.


Editing Proposals

If you made a mistake on a proposal, you can easily edit that using the following instructions:

  1. Go to the client's profile.
  2. Tap the proposals section.
  3. Select the proposal you want to edit.
  4. Edit the proposal.

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.



Client's Viewing Proposals

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.



Accepting Proposals / eSigning

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.



Canceling Proposals

If you no longer need a proposal, you can cancel it. To cancel it:

  1. Go to the client's profile.
  2. Tap the proposals section.
  3. Select the proposal you want to cancel.
  4. Mark the proposal as canceled.



Automatic Follow-Ups

(in beta, coming soon)

Updated 31 Jan 2023
Did this page help you?
Yes
No
UP NEXT
Invoices & Payments
Docs powered by archbee 
TABLE OF CONTENTS
Note: Others sometimes call these "Quotes" or "Estimates"
Sending a Proposal
Editing Proposals
Client's Viewing Proposals
Accepting Proposals / eSigning
Canceling Proposals
Automatic Follow-Ups