Create & apply proposal templates

提案書テンプレートの作成
Proposal template creation flow
から提案テンプレートを追加する。Marketplace
提案書のテンプレートを適用する
提案テンプレートの編集
提案テンプレートの重複
提案テンプレートの削除

提案書テンプレートは、事務所とクライアント間の契約範囲を定義するために使用されます。様々な用途（記帳代行、単年度納税準備、監査、代理業務、財務分析、クリーンアップ、給与計算など）の提案書テンプレートを必要なだけ作成できます。

提案書テンプレートの作成

A proposal template can be created by a firm owner, an admin or any team member who has manage templates access rights. It’s helpful to design templates in advance so that you have them ready to go or to further customize.

提案書テンプレートを作成するには左のメニューバーから「テンプレート」>「ファーム・テンプレート」を選択し、「プロポーザル＆EL」を選択して、「テンプレートの作成」をクリックします。

または、パイプラインの編集中にパイプラインの編集中に提案書/EL自動送信を追加し、新規テンプレートをクリックする。

Proposal template creation flow

Proposal consists of several sections, each of them is presented to a client on a separate page. You have the option to customize which sections will the proposal template include and what will be inside each of them:

一般
Introduction
サービス
Terms
Send

チップ

While your services, billing and payment options may require customization for each client, having a general proposal template with filled-in Introduction そして Terms pages is a practical approach. This enables you to insert them when crafting a proposal swiftly.

一般

First, add some basic information about your proposal and define settings:

a) Template name: Enter the title of your proposal template (clients won’t see it).

b) Team member: Select the team member who will receive the payment associated with a proposal.

c) Signature requirement: Select whether one or all signatories must sign the proposal for it to be considered signed.

d) Name: Enter the title of this proposal (clients will see it). Here, you can use shortcodes to include the account name, next year’s date and other dynamic data.

Introduction

This is a place where you can introduce yourself. Explain to your clients who you are, what services you provide, the value you bring, and any other information you want to share. Include images and videos to make your self-presentation shine (the maximum image size is 5 MB).

Fill out the following sections:

a) Title: Add a title that aligns with your branding or the specific content you’re including (clients will see it).

b) Text body: Add your introduction here. Use shortcodes to include the account name, next year’s date and other dynamic data.

c) Format: Use different tools (font, alignment, links and so on) to work with text.

d) Insert: Add a logo, upload pictures from your computer, and embed video, if needed (YouTube and Loom videos are supported).

サービス

At this step, you have the option to present your client with your services or even let them choose from your different packages. When setting services up, you can ask the client for a deposit on acceptance, link recurring invoice with automatic payment or send the proposal with a list of services only. You will be able to issue an invoice at any later point as well.

You have these options for presenting your services to clients:

Tiered packages let you offer up to 3 service bundles within a single proposal. This allows you to present different service levels (such as Bronze, Silver, Gold) and let clients compare options, select the package that fits their needs, and sign—all in one flow. You can reorder packages to control the order in which they appear.
List of services is a fixed-priced proposal with a list of services. Clients review the services you’re offering but cannot choose between different options—they either accept or decline the entire proposal.
No service: Just skip the section.

Here’s how they look from client’s side: list of services on the left, tiered packages on the right.

If you have decided to list the services or add tiered proposals, you will then need to add services and/or invoices and set up payment options. See dedicated article for the details.

Terms

The Terms page is where you can provide your engagement letter or contract that outlines the terms of the relationship between your firm and the client.

Fill out the following sections:

a) Title: Add a title that aligns with your branding or the specific content you’re including (clients will see it).

b) Text body: Add your terms of agreement here. Use shortcodes to include the account name, next year’s date and other dynamic data.

c) Format: Use different tools (font, alignment, links and so on) to work with text.

d) Insert: Add a logo, upload pictures from your computer, and embed video, if needed (YouTube and Loom videos are supported).

Send

Your client will receive a link via email to view and sign the proposal. Here, you can customize the email that will be sent, set up automatic reminders and select the payment method for the linked invoices:

a) Payment method: This is how you want your invoices to be paid (either by credit card, bank debit, or both). We support a number of payment methods for your clients .

b) Custom message in email: Toggle on to craft a custom message which will replace the default text in the email system notification. When compising a message template, you can use account and date shortcodes.

c) Reminders: Toggle on to enable sending automatic reminders for pending proposals.

Once you;ve done, save your template. Now, you can apply it when creating a proposal.

から提案テンプレートを追加する。Marketplace

ベストプラクティスを備えた既製の提案書テンプレートをダウンロードできます。Marketplace から提案書テンプレートを追加するには：

1. Go to Templates > Marketplace from the left menu bar and open the Proposals & ELs tab. 2. Click Get free on the template you want to add or click on its price and proceed with the payment if it’s a paid template.

次の手順に進みます。 Templates > Firm templatesの「Proposals & ELs」タブを開き、提案書テンプレートの名前をクリックして編集を開始します。必要な箇所には必ず貴社に関する情報を挿入してください。

提案書のテンプレートを適用する

一度テンプレートを作成すれば、それを使って新しい提案のプロセスをスピードアップすることができます。その方法を紹介しよう：

左上のをクリックしてプロポーザルを作成するか、[アカウント]リストで複数の受信者を選択し、[プロポーザルを送信]をクリックします。
をクリックしてください。 テンプレートフィールドをクリックし、プルダウンメニューからプロポーザルを選択します。
プロポーザルの段階を踏んで、必要であれば編集し、送信する。

備考
プロポーザルに加えた変更は、選択したテンプレートを変更しません。

提案テンプレートの編集

プロポーザルのテンプレートを変更するには、以下の手順に従ってください：

Go to Templates > Firm templates from the left menu bar, open the Proposals & ELs tab, then either click on the proposal template’s name or click three dots to the far right of the name and select Edit.

2. Go through the proposal steps, make edits and save.