Creating a Proposal: Step 1

Setting up a proposal with specific details is the first step to creating a professional proposal which includes all of your services that you'd like to offer to your client.

To start the proposal setup, go to "Proposals" in the main menu, and then click "New Proposal"

The first step is to set up the client who the proposal is for, as well as any additional signatories who need to be included. First, select either "Existing" or "New" client. If it is an existing client, select the client name (they would have previously been added in your client section).

If it is a new client, enter the basic details for the client.

Next, complete the Proposal Signatories sections with the details of the person who will review and accept the proposal. There is also a yes/no option to send an sms to the signatories to let them know that they have a proposal.

If you would like more than one signatory for your proposal, then simply select "Add Person" at the bottom, and complete the additional signatories' details.

Next, you have the option to include an onboarding, an ethical letter and an eForm with the proposal, so click the toggle for each option that you would like to include. Then click "Next"

If you have chosen to include an onboarding, simply select the client from the drop-down menu, or add in the client's basic details below, by clicking "Onboard a New Client".

If you would like add more than one signatory or recipient, simply click "Add Client" and add in their details.

If you would like to onboard multiple clients, simply click "Add Another Client" and add in their details. You can also choose who has access to view the other clients information within that onboarding.

If you would like to request documents from this client, click the "Request Documents" toggle, and enter the name of the documents that you would like them to include.

You will also have the option to request their tax details, request for them to complete an ID Verification, or request access to their accounting file (for a non-individual).

If you would like to do a full onboarding separate to the proposal process, here is the help article to assist you Send an onboarding request | onboardme help center

You will then have the option to send an Ethical Letter for this client and when you would like it to be sent. Complete the previous accountant's and client's details then select a template and click "Next".

If you would like to create and customise ethical letter templates, simply go to "Templates", "Ethical Letters" from the main menu.

Now you have the option to include an eForm with your proposal, if you'd like to collect information and documents from your clients.

If you select to include an eForm, select a template and add a form name, then enter the sections and questions. Here is the help article if you need assistance with creating a form

Create and send a single eForm | onboardme help center

You are now ready to set up the proposal with your services, so head to the next help article for the next step 2.