How to do it
These steps are for PlanWell on the web.
- Add your services and a package in Money → Sales, then open the event’s Booking section. Under Create from a package, enter a Proposal title, choose the Package, and choose Create proposal.
- Choose Edit offer on the draft to edit its title, introduction, line items, quantities, prices, discount, tax rate, and optional Expires on (end of day UTC). Choose Save draft.
- Review the finished offer and choose Send to client. The client can read it in the client portal’s Booking section and choose Accept proposal or Decline. Declining opens a feedback form with Decline proposal to confirm.