Using Templates to Create Proposals/Contracts

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

How to Create a Proposal or Contract from a Template

Creating a Proposal or Contract

1. 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 location.
2. Go to BILLING > PROPOSALS/CONTRACTS (you will see any saved proposals or contracts for this person).
3. Click ADD+.
4. Select a Template.
5. Select the correct Price List, (it must contain the product you want to use at the correct price).
6. Click NEXT.
   
   

Editing a Proposal or Contract

1. On the next screen, add the Start Date (required) and the Renewal Date, Renewal Term, and any Description (optional).
2. Select the ITEMs you want to add to the proposal or contract, along with QTY and DISCOUNT (if any.)
   • If the item is a Membership Product and has a registration fee or security deposit, those will automatically populate in One-time Charges in the Charges table.
3. If the item includes a DEDICATED SPACE, you can select the correlating space from the dropdown of available spaces. You will not be able to select a space that is already in use.
   
   
   
4. Your proposal will generate on the screen. Click SAVE when you are done editing.
   
   

Sending a Proposal or Contract

The documents you create in Deskworks can be downloaded and sent via an external signing program or email. To download the document:

1. Go to BILLING > PROPOSALS/CONTRACTS and click the EYE icon to view the PDF.
   
   
   
2. From the PDF edit screen, click the DOWNLOAD PDF button, and send it in any way you choose!