PRFKT ADS / Learn / Share a proposal and take payment
Share a proposal and take payment
Open the business you are working with. A proposal brings the problem, your offer, deliverables, timing and price into one page.
In this lesson
- 0:02 Open the business you are working with
- 0:13 When a card reaches Proposal, the app can create its proposal page
- 0:25 The Proposal card has View and Copy link
- 0:36 The customer can read the page in a browser and accept with their name and email
- 0:46 Acceptance and payment are different events
- 0:57 For practice, open a sample business at the proposal stage
Transcript
Open the business you are working with. A proposal brings the problem, your offer, deliverables, timing and price into one page.
When a card reaches Proposal, the app can create its proposal page. Read it before sharing, especially the scope and anything the customer would pay.
The Proposal card has View and Copy link. Email it sends a short note in the existing thread. Check the recipient and wording first.
The customer can read the page in a browser and accept with their name and email. Acceptance is recorded and moves the card to Won.
Acceptance and payment are different events. Use the payment link for the agreed offer, then check the payment status. Manual methods need your confirmation.
For practice, open a sample business at the proposal stage. Inspect the page and terms. Nothing in a proposal should promise results you cannot guarantee.
Every example in the lessons uses sample data. They show how the app works, not what you will earn.
More lessons
- Previous: Choose how customers pay
- Next: Find money reports and exports
- Also in Clients and creative: Make an image or video ad
- Also in Clients and creative: Client reports, dashboards and portal
- Also in Clients and creative: Build paused, then launch with a cap
- All 48 lessons