Create a Proposal Template and Configure Settings

1. From the main Ivorey menu, go to Payments > hover over the Documents & Contracts tab > and select Templates​

2. Click the [+ New] button, at the top right corner > select [Import From Template Library] > preview and choose a Proposal & Contract template​

3. Give your template a name, and adjust all of the branding, fonts, colours, images, and copy, as needed​

4. Ensure you have a product table and signature box in the template, and that the signature box is assigned to the "Contact" not the "Sender"
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   ​Note: You can add a second signature box assigned to "Sender", if you want to manually sign each proposal, before sending.
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   To change the format of your date inside your contract or proposal, please click the custom values icon at the top right of your menu bar > select [right now] > then choose your preference to use this in the contract instead.

   

5. If you're creating a template for a specific offer - ensure to pull in the correct products into the product table. Click on each product, to open the properties sidebar on the righthand side. Here you can: ​

   1. Adjust the Price and Display Text

   2. Decide whether or not this product is an Optional Item

   3. Decide whether or not the contact can Edit Quantities

   4. Add Taxes (optional)

   5. Adjust the product table's Background Color, Margin, and Padding​

6. In the top left corner, click the [$ Payment Settings] button, to configure the following:​

   1. Invoice Type: Select whether you want a One Time or Recurring invoice for this proposal.
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      ​Note: if you have any payment plans or ongoing payment types on your product table, select the Recurring Invoice Type. If a one-time product is selected, customers will only get invoiced once, even if the Invoice Type is set to Recurring. ​

   2. Generate invoice at the time of signing (if type is recurring): If toggled ON, this will automatically generate an invoice once the proposal is accepted, which will reflect the products/settings the customer accepted​

   3. Frequency Settings (if type is recurring): Select how often they should be invoiced, select the recurring invoice start date or schedule at the time of signing, and select when to end the recurring invoices

   4. Enable direct payment: If toggled ON, this will redirect the contact to a payment screen immediately after signing the invoice

   5. Enable send invoice: If toggled ON, this will automatically send the invoice to the contact
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      ​Note: if Direct Payment is selected, this will automatically be toggled ON as well, so that if the customer doesn't pay on the screen above, they can still make payment from the invoice.

   6. Enable auto payment: If toggled ON, this will charge all future invoices automatically on the same card they make their first payment through.
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      ​Note: it is very important to ensure that you have your customer's permission to do this (i.e. list it clearly in your proposal terms).

   7. Once you've been through all the proposal settings carefully, click the [Save] button, at the top right corner of the screen. Your proposal template is now ready for use! ​

1. If you plan to customise every proposal: You only need one master template that you can brand and then customise with unique text, pricing and offerings each time you send.
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2. If you want fixed proposals that can automatically send out: Then create a template for each proposal type that you'd like to send out. ​

You can monitor if someone has accepted a contract or proposal by going to the main Ivorey menu [Payments] then > [Documents & Contracts]. It will display a list of all documents that have been sent, and whether they are viewed, signed, paid etc.​

Yes, the discount will be applied to every issue of the recurring invoice.

No! Proposal templates are only needed if you want to send branded proposals for clients to review and sign. If you plan to invoice directly without sending proposals, you can skip this step and move on to the next step in our Master Help Guide: All About Proposals & Invoices.​

You can choose to automatically generate an invoice, enable direct payment so clients pay immediately, send invoices even if they don’t pay right away, and set up autopay for future recurring payments.​

When you go into any contact profile, you’ll see the right-hand panel open up where you can click through the different icons to view their documents, payments, appointments, notes, and more. Access this from the “Contacts” tab on the main menu. You will find the signed proposal under documents.

For the best display inside Ivorey, proposal PDFs should be formatted in US Letter size (8.5 × 11 inches).

If the document is created in A4 format, the layout may not display correctly in the system because Ivorey is optimised for US Letter dimensions.