These features are incredibly useful for service-based businesses, coaches, and anyone who needs to provide detailed project outlines and cost estimates to their clients. You can use these documents as contracts, complete with a legally binding eSignature feature, making it a versatile tool for your business.
Step 1: Access Proposals and Estimates
To get started, log in to your FEA Create dashboard and navigate to the "Payments" section. From there, select "Proposals and Estimates."
Step 2: Choose Between Estimates and Proposals
You have the option to create either an estimate or a proposal, depending on your needs.
Estimate: Use this for providing a projected cost or price for a specific service.
Proposal: Choose this for a more detailed and formal business document that includes project details, terms, and conditions.
Select the type that suits your requirement, and the respective builder will open.
Step 3: Customize Your Document
You can fully customize your estimate or proposal by adding various elements to it. Here's how:
Text Areas: Click into the text areas and add all the necessary details for your proposal or estimate. This is where you can provide information about your services, terms, and any other relevant information.
Images: Include images by adding an image element and selecting an image from your media library.
Tables: Utilize tables to create structured content. For instance, you can add an itemized list of charges and a total for your services.
Videos: Embed videos to enhance your document's interactivity and engagement.
Product Lists: If you have payment products set up, you can add a product list, select the item, specify the price, and add it to your document.
Signature Element: Use the signature element to collect legally binding eSignatures from your clients.
Step 4: Add Recipients
After customizing your document, it's time to specify the recipients. Click on the recipient icon and select the contact to whom you want to send the proposal or estimate. Always remember to click "Save" after making your selection.
Step 5: Send the Document
Once your document is ready, click "Send." An email will be sent to the recipient with a link to view the document.
Step 6: Recipient Interaction
The recipient can view the document and sign it electronically. They can add their signature either by typing it or by drawing it using a mouse or touchscreen.
Step 7: Document Status
As the sender, you can track the status of your proposals and estimates. You can see which ones are in draft, waiting for the recipient, finalized, or completed.
Proposals and estimates within FEA Create are versatile tools for service-based businesses, coaches, and anyone who needs to provide detailed project outlines and cost estimates. You can create professional documents, collect eSignatures, and track the status of your documents—all within the FEA Create platform. If you have any questions or need further assistance, don't hesitate to reach out to our support team. Start streamlining your client interactions and contracts with FEA Create's powerful proposals and estimates feature today!