Organize Proposal Sections & Line items

Below explains how to organize proposal sections and line items to create clearer, more professional proposals. Learn how to structure sections, arrange products and services, and manage line item details so merchants can present pricing and proposal information in a way that is easy for customers to review and understand.

Adding more Items or Sections

Line items you add to your Proposal are organized into Sections. As soon as you add your first line item it will show inside of a section. Give your section a name to organize your items:

After you've added at least one line item, you can then save your Proposal. Click the blue "SAVE PROPOSAL" button in the top-right corner. After saving the Proposal, it will go from being a "Draft Proposal" to a "NEW" saved Proposal, and a new Proposal ID number will be assigned:

Continue adding line items and sections (you can add more sections after adding your first line item) to your Proposal. Click the "+" button above or below your first line item to add a new item or section above or below it. Click the "+" button in the bottom-right corner to add a new item or section to the bottom of the Proposal:

After adding multiple line items and sections to the Proposal, use the drag-and-drop functionality to re-order them to better organize the Proposal the way you want. Make sure to save your changes when finished: 

Something to consider doing to increase your communication with your customer is utilizing Custom Line Item Notes. With this text entry field, you are able to append information regarding your items right onto each specific product. These notes are not only visible to your customers on the Proposal, but they also show in the Order, the Work Order dowloaded from the Order, and under the Product portion of the item's Production card:

Note: While the Custom Line Item Notes will carry over as mentioned above, the Proposal Sections are only present on the Proposals, and will not carry over to the Order and Production process. 

Next, let's Finish Proposal Settings & Review!