Summary:
Create your default proposal design in your FlowerBuddy Business Settings. Add your logo, change the font, background color and much, much more.
Instructions:
Setting Expiration Date for Proposals:
Go to your dashboard.
Navigate to the top nav bar and click on "Settings."
On the Business Settings page, scroll down and click on the "Proposal" tab.
To set an expiration date for proposals, toggle the switch to turn on the default expiration date feature.
Specify the number of days after publishing the proposal for it to expire
Adding a Logo to the Proposal Design:
Click on "Edit Logo" to add a logo to the top of your proposal design.
Browse and search your file or drag and drop a file from your computer or the web into the gray dotted box.
Crop and adjust the logo image as necessary.
Customizing the Look and Feel of the Proposal:
Adjust the background color, background texture, font color, and font to change the appearance of your proposal.
Use the preview pane to see how the changes affect the proposal's look
Customizing Proposal Sections:
Decide which additional sections should be included in your proposal for clients.
You can modify these settings for each specific event, but these are the default settings.
Toggle switches to turn sections on or off as desired
Customizing Invoice Section:
Choose the level of detail that should appear on the invoice section of your proposal.
Add an "About Me" Section
Toggle switches on or off to add an "About Me" section and show or hide the profile picture on the proposal
Adding Links to Website and Social Accounts:
Add links to your website and social media accounts.
Toggle the switch to display these links as icons at the bottom of the proposal.