With OnboardMe, you can customise the Proposal Packages that you send out to your customers, and to save time by setting them up for future work going forward.
In order to customise your proposal templates, start by clicking "Templates" on the main menu, then select "Services & Packages".
This will take you to the "Services & Packages" page.
Click the tab on the right called "Proposal Packages"
There is a list of templates prepopulated for you to use, however if you would like to amend some to suit your business, simply click on the one you would like to amend.
The "Edit Package" page will appear, where you can amend the services within that package.
You can mark the service as inactive, if you don't offer it within your business, or you can delete particular services by clicking on the trash can icon
If you would like to add a service to the package, click the block that says "New Package", and select from our prepopulated list, then click "Add to Package".
If you would like to keep the original template that you amended, as well as the changes that you made to the new template, click "Save As" and enter your new template name, then click "Done".
If you would like to save over the original template, just click "Save".
If you would like to create a completely new template, simply click "New Package" on your "Proposal Packages" page.
The "New Package" page will pop up, where you can enter a Package Name and start adding your required services
In order to add a service, simply click the block that states "Choose a Service to Add", and choose a service from our prepopulated list, then click "Add to Package".
Click "Save" once you have completed your new template, and it will appear in your Packages list.
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