How to add a quote to a proposal
The prices on a proposal come from the quote on the lead. You never type prices into the proposal itself. The Quotes element reads the lead’s quote and shows it on the page, so if the quote is right, the proposal is right.
Where the quote lives
Every lead can have a quote. It holds the pac
kages, services and products the customer is interested in, along with any travel fees, tax and discounts. When you create a proposal from that lead, the proposal pulls the quote through automatically.
It’s worth getting the quote finished before you create the proposal. The customer’s name, event date and venue also come from the lead, so a complete lead gives you a proposal that is almost ready to send.
Building the quote on the lead
Open Leads and click into the lead.
Go to the quote section of the lead.
Add the packages, services or products the customer asked about.
Check the quantities, any travel fee, tax and discounts.
Save the lead.
Packages are usually the simplest way to quote, because a package already bundles the services and products together at one price. If you sell extras on top, add them as products, or offer them as upsells on the proposal instead (see the upsells article).
How the quote appears on the proposal
The Quotes element shows the line items, the totals and any tax. You can place it anywhere on the page, but most customers read proposals on their phone, so it should come early enough that they don’t have to scroll through everything else to find the price.
Every proposal needs one Quotes element. Templates from the BoothBook template library already include it, usually under a heading like “Your package”.
If the lead has more than one quote, the Quotes element shows each one as a tab, so the customer can compare them and pick one. There’s a separate article on setting up multiple quote options.
Changing the price after you’ve sent the proposal
The quote on a proposal is live. If you change the quote on the lead, the customer sees the new figures the next time they open the proposal. You don’t need to rebuild or resend anything.
This also means a mistake on the lead’s quote shows up on the proposal straight away, so check the quote before you send. If you’ve changed a price the customer has already seen, it’s worth telling them, so the new figure doesn’t come as a surprise when they come back to accept.
Common questions
Can I type a price straight into a text element? You can, but it won’t update when the quote changes and it won’t be what the customer pays. Keep prices in the quote.
Do I need to republish after changing the quote? No. The quote updates on its own. You only need to publish when you change the content of the proposal page itself.
Why is the quote empty on my proposal? The lead doesn’t have a quote yet, or the quote has no items in it. Add items to the lead’s quote and the proposal will show them.