Creating proposals has gotten even more efficient in Táve 3! Take a look at how easy it is. I have made a sample proposal and will show you the exact steps that I took, as well as how it looks to the client when you send them their quotes.

NOTE: If you are looking for a way to send "one-off" quotes to your client, one of their relatives, or an event guest for package add-ons and gallery orders, please read this tutorial instead.

1. Pull up the Job

As you see below, I start on the "Job Overview" page for this particular client, Maya Ziemkowski. Some information has already been added to the job. To create and send a proposal, you'll be working with the "Proposals" section underneath the FINANCIAL heading.

2. Create a Proposal

I have clicked the Proposals tab on the left sidebar and there are currently no proposals for this job.

Click the "New Proposal" button on the top right to create a new proposal. If you've saved any proposals to be used as a template, you'd be able to select one from the dropdown and skip directly to step 10.

3. Complete Proposal Details

First you will fill out the Proposal details. See the example below; this proposal is for wedding photography and I am asking the client to select the quote they would like to book and complete the booking (which may include online payment). You can select a number of days that the quote is active for, until it expires. If you do not set a date, it will expire in 14 days, which is an industry standard. Additionally, if you find yourself offering the same quote or quotes over and over again, you may check the box to create a template which will make life easier in the future, since you will not have to go through all of these steps.

4. Add Recipients

Here is the beginning of your proposal. Pretty straightforward, right? You can add additional recipients (like the groom, MOB, MOG, etc), add your quotes, give the client the option to choose from different payment schedules based on their needs, attach a questionnaire, and attach your contract.  At this time you'll need to have already added the contacts to the job on the Contacts page (the link on the left prior to the Proposals link).

5. Create a Quote

I selected to add a quote and this is the screen that comes up. You still have the option to manually accept/book a quote as you'll see in the first button on top, but you can, as always, send the quote to the client so they can select and approve it on their own (pro tip: if you're skipping the proposal phase, just go to the Orders tab on the left and click "New Order" to go directly to booking). If you selected a quote template, the new quote will be a pre-configured quote based on the template you used.

Type in a description for the client to see, and don't forget to set this quote to be used as a template if you frequently find yourself creating this type of quote. As you'll see below I have added a predesigned package. Additionally, the quote shows how much of a discount you are giving for your packages and you can adjust that discount if you want. In T3 settings you can also choose to have the package discount information be invisible to the client's view so they do not see that number.

6. Modify Packages (if desired)

As a new feature of T3, you can VERY easily break down the package if you need to change quantity, pricing, or other details. Check it out below.

7. Add Additional Quotes (if desired)

Now I am adding another quote to this proposal for a smaller amount of coverage.

8. Add your Contract and Amendments

Next I configured the Contract associated with this proposal. There are updated contract features such as additional signatures that can be customized per job rather than per contract. T3 shows you a preview of the different quotes and how the contract will look to the client (showing the amount of each quote, etc).

9. Publish Your Proposal

Check out the Proposal overview below. There are now 2 different quotes for the client to choose from, I have chosen from my previously designed Payment Schedules and added the one I typically use, and I have also added a contract. I didn't have a questionnaire in use at the time these screen shots were taken so I did not add it to the Proposal, but obviously if you create your questionnaire, you can add it if you'd like.

In order to "activate" the Proposal so that you can send it to the client, simply click the PUBLISH button inside the Proposal Details (white box), and if you'd like to revert back to a Draft so that you can make additional changes, you can click MAKE DRAFT. This proposal has been activated so you can see what the screen looks like.

The next step is sending it to your client, which you can do by clicking the "Email Proposal" button at the top of your screen to email all recipients at once. To only email one, click the mail icon on the right side of that recipient's details. You can also view the link yourself by clicking the external link icon next to the mail icon.

10. Email the Proposal

Now I'm going to send this to my client. This is what the Compose Mail screen looks like. It is simple and straightforward. You can change the email subject, select the recipient(s) and edit the text of the email. There are lots of placeholders (the blue boxes that have predefined information) available if you need to change any of the information in the message. You can either delete, save a draft, or send the email to the client using the appropriate buttons on the right hand side.

The recipient list includes everybody attached to the job. If you select somebody that isn't already a recipient of the proposal, they'll be added automatically.

11. Client Access - Quotes

Now we'll see how it looks when the client receives their email and accesses your Proposal. All of the information that you input in the first few steps is shown below and it is all very clear and concise for the client who is viewing the screen.

As you can see, you can also update the design of your page using the settings in T3. My page design matches the branding on my web site.

12. Client Access - Selecting a Payment Schedule

After selecting the quote they would like to book (in this case, the bigger package - yay!), the client is prompted to select a payment schedule if multiple schedules are made available. It shows the different payment schedules and how much the client will need to pay you on the appropriate dates.

This step is skipped if you didn't add multiple schedules options to the proposal.

13. Client Access - Contract Signature

Your client's next step if you didn't add a questionnaire (which would have appeared before the contract) is to approve your contract(s).

One notable improvement in Contracts is a separate initial box with designations for each person that will initial and sign. This is extremely clear and will make the process less confusing for the client to finish completing the contract. The signature labels you added to the proposal will be used for the initials too.

15. Client Access - Online Payment

Next, they may choose a payment method. If you have multiple payment methods available, it will bring the client to a page that looks like this. Most of my clients pay with Google Checkout (clicking the button will take them to a payment page), but occasionally, I have a client who prefers to pay with a check. It is now easier to set up the option to pay "offline" as well. If the client chooses to pay with a check, it will take them to a page that shows your address as displayed in your T3 settings, so they can mail a check to your studio.

And that's it! Enjoy and good luck!