Create Proposal + Invoice Option
Lisa Yee-Litzenberg
I recently switched from KEAP where there is a proposal and invoice option. My sales have plummeted because I am unable to send a propsal for potential clients to accept and convert to an official invoice.
Right now I send an email with links to each service I am proposing and if they click they can pay for it. It is less formal than a proposal that they have to click to accept and then be primed to pay. I am getting far fewer prospective clients deciding to buy my products because I think it seems less formal to receive links that they could pay for (or not).
I would like to see an order form that I can select multiple products that I have proposed and have the client click on ACCEPT PROPOSAL and have an automation that would send out a formal invoice to pay.
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