32 Articles

Proposals

Last update 18 days ago

BoothBook

Convert more leads with personal, beautiful and professional proposals. Choose from our template quotes or create your own custom design to reflect your brand's offering and impress your prospective clients.

Proposals Overview

Last update 2 months ago

Proposal Templates Overview

Last update 2 months ago

How to create a Proposal

Last update 24 days ago

Using the Proposal Builder

Last update 2 months ago

Using proposal blocks

Last update 2 months ago

Using proposal elements

Last update 2 months ago

Proposal Builder Settings

Last update 2 months ago

How to add a quote to a proposal

Last update 18 days ago

How to give customers multiple quote options

Last update 18 days ago

How to add upsells and optional extras to a proposal

Last update 18 days ago

How to use variables in proposals

Last update 19 days ago

What happens when a customer accepts a proposal

Last update 19 days ago

How to take a deposit when a proposal is accepted

Last update 19 days ago

How to send a proposal and see if it’s been opened

Last update 18 days ago

Quote, upsell and accept elements explained

Last update 19 days ago

How to choose a proposal template from the template library

Last update 19 days ago

How to edit a proposal after you’ve sent it

Last update 19 days ago

What happens when a proposal expires

Last update 19 days ago

How to create and send proposals automatically

Last update 19 days ago

How to brand a proposal template

Last update 19 days ago

How to Generate a Proposal Template with AI

Last update 18 days ago

How to save a section as a reusable block

Last update 19 days ago

How to restore an earlier version of a proposal or template

Last update 19 days ago

Why can’t I send my proposal?

Last update 19 days ago

Why is my proposal showing a blank name, date or venue?

Last update 19 days ago

Why can’t my customer accept the proposal?

Last update 19 days ago

How to add custom code or tracking to a proposal

Last update 19 days ago

Images and fonts in proposals: sizes, formats and uploads

Last update 19 days ago

Who can create, edit and send proposals

Last update 19 days ago

How to find your proposals and check where they’re up to

Last update 19 days ago

How to duplicate, rename or delete a proposal template

Last update 19 days ago

How to write a proposal that wins bookings

Last update 19 days ago

Proposals

Proposals Overview

Proposal Templates Overview

How to create a Proposal

Using the Proposal Builder

Using proposal blocks

Using proposal elements

Proposal Builder Settings

How to add a quote to a proposal

How to give customers multiple quote options

How to add upsells and optional extras to a proposal

How to use variables in proposals

What happens when a customer accepts a proposal

How to take a deposit when a proposal is accepted

How to send a proposal and see if it’s been opened

Quote, upsell and accept elements explained

How to choose a proposal template from the template library

How to edit a proposal after you’ve sent it

What happens when a proposal expires

How to create and send proposals automatically

How to brand a proposal template

How to Generate a Proposal Template with AI

How to save a section as a reusable block

How to restore an earlier version of a proposal or template

Why can’t I send my proposal?

Why is my proposal showing a blank name, date or venue?

Why can’t my customer accept the proposal?

How to add custom code or tracking to a proposal

Images and fonts in proposals: sizes, formats and uploads

Who can create, edit and send proposals

How to find your proposals and check where they’re up to

How to duplicate, rename or delete a proposal template

How to write a proposal that wins bookings

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Proposals

Proposals Overview

Proposal Templates Overview

How to create a Proposal

Using the Proposal Builder

Using proposal blocks

Using proposal elements