Using Templates to Create Individual Proposals and Contracts

Once you have created templates, you can use them to create individual proposals and contracts for your members and potential members and send the agreements for signature.

• Be sure you have selected the correct person as the ACTIVE COMPANY/MEMBER at the top of your sidebar and the correct CURRENT CENTER, if you have more than one center.
• Go to BILLING > PROPOSALS/CONTRACTS (you will see any saved proposals or contracts for this person)
• Click ADD+
• Select the Template you want to use.
• Be sure you select the correct PriceList, i.e. that it contains the product you want to use at the correct price.
• Click   NEXT
• If you have any of the following fields in your template and you want them to be part of the agreement, enter them in the top right of the page: Start Date, Renewal Date and Term, Custom Price (if any) and Discount. Start Date is required.
  • Note: Discount will be applied to any inventory item added to a proposal/contract. It will create a one-time discount.
    
• If this agreement is for a dedicated space, you can select the space here.
  • Note: You will only see available spaces in the drop down.
• You can add multiple items that you want to display in the proposal or contract:

• Your proposal will generate on the screen. Click SAVE when you are satisfied.