Proposal templates: a tour
The written steps below already work. Come back to watch it.
A tour of Proposal templates in Arkon One: Ready-made proposals: the text and settings your team starts a quote from. and the controls you will use most.
The steps, written out
- Open Proposal templates from the Administration and Settings section of the left menu.
- Narrow the list with the search box and filters (category, language, status).
- Read each row: Name, Category, Language, Presets, Status, Updated.
- Use the New template button at the top of the page.
- Use the Help button at the top of the page.
Tip
A proposal template is a ready-made proposal: an introduction, scope of work, inclusions, exclusions, terms and a closing note, plus settings such as rate basis, billing timing, minimum hire, rental periods and how many days the quote stays valid. Open Proposal templates under Administration to see them. Choose one when you make a quote and its text is copied into the quote, where you can change anything for that customer. The customer sees the text on the quote in the customer portal, where they sign, and on the PDF. The text is plain text with simple marks, never HTML: ## Heading, bold, a line starting with - for a bullet, a line starting with 1. for a numbered list, and a blank line for a new paragraph. Fields in curly brackets are filled in when the template is used: {customer}, {contact}, {job}, {site_address}, {quote_no}, {valid_until}, {total}, {company}, {prepared_by}, {start_date} and {min_hire_days}. A field the system does not know, or one that has no value yet, stays exactly as typed so you can spot it. Open a template in Proposal templates. The Actions box has: