Before You Dive In
This article is one step from our Master Help Guide: All About Proposals & Invoices. We recommend starting with the visual walkthrough video and examples inside the Master Help Guide before diving into the technical breakdown below.
Each Master Help Guide acts as your project plan – teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
This guide is perfect if you want to:
Create a proposal using a template
Learn how to customise your proposals template
Send proposals to clients
Step 1: How to Create and Customise a Proposal From a Template
This step will guide you through creating and customising your proposal using a saved template - from customising the copy, branding, products, payment settings, naming and choosing the recipient.
Click here for the written steps:
Click here for the written steps:
To create your proposal in Ivorey™, from the main menu, select Payments > along the top menu bar hover over Documents & Contracts > then click [Templates]
Click the three dots on the right of the template you'd like to edit and the click [Use Template]
Click on the name at the top to edit the name of the proposal
Work your way through your proposal and edit any branding or copy
Next, click on the Product Table and add in your products and set your discount (if required) as well as your Payment Schedule (if required)
On the top left of the page click on the [Recipients] icon to add in the recipient the proposal is intended for. Under 'Primary Client', click the dropdown menu and enter or scroll to the contact you'd like to select.
Once selected, it will automatically update the name above the signature section and the "proposal for" section at the top of the proposal and be ready to send to them
Next, on the top right hand corner of the screen, click the [Save] button to save your proposal. It's now ready to be sent!
Step 2: How to Send a Proposal
This quick step shows you the different ways you can send your proposal to your contact. This includes using a link which you can share directly or emailing or smsing the document to the contact.
Click here for the written steps:
Click here for the written steps:
On the top right hand side of your screen, click on the [Send] button
You can now share your proposal in two ways:
a. Send document via email, sms, or both
b. Share via link
Note: Once generating a link, the proposal will be marked as sent (whether you have shared the link or not). So it is important that you don't forget to share the link with the recipient
To track the progress and status of your proposals, from the main menu, select Payments > along the top menu bar hover over Documents & Contracts > then click [All Documents & Contracts]
Here you can view the following statuses:
a. Draft: You have started setting up the document, but it has not yet been sent to a recipient
b. Waiting for others: You have sent the document, but it has not yet been signed by all recipients
c. Completed: All recipients have now received and signed the document
d. Payments: Reflects which invoices have been paid
e. Archived: Documents that you have archived
Next Steps
If you’ve completed the steps above, head back to the Master Help Guide: All About Proposals & Invoices to move onto the next phase.
Each Master Help Guide acts as your project plan - teaching you the feature, laying out the steps in the right order, and linking to every resource you’ll need along the way.
Frequently Asked Questions
How can I share the proposal link?
How can I share the proposal link?
You can share the link directly to the recipient via sms, email, WhatsApp, via your social media messenger, etc.
How do I follow up if the client doesn’t respond?
How do I follow up if the client doesn’t respond?
You can resend the proposal using either one of the ways provided - email, sms or by sharing the link again
What should I do if the client rejects the proposal?
What should I do if the client rejects the proposal?
If the client has declined the proposal, you can mark it as 'declined' by clicking the three dots next to the proposal and clicking 'Mark as Declined'
Can I make changes to a proposal that has already been sent?
Can I make changes to a proposal that has already been sent?
Yes! If you need to make changes to the proposal, you can do this by clicking the three dots next to the sent proposal and clicking 'Move to Draft'. Once under "Draft", you can click on the template to edit it again and make the necessary changes
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍