Wix Studio: Creating Proposals
Create and send professionally designed proposals to new or existing clients with Wix Proposals by Prospero. Start from scratch or customize a template and set the payment terms and schedules. Once your client accepts the proposal, you can send invoices manually or automatically.
Before you begin:
Connect a payment method to enable online payments for accepted proposals. In your Invoices tab, click More Actions at the top right and select Accept Payments.
Step 1 | Create a proposal
Start by entering general information, adding products or services, and defining payment terms.
To create a proposal:
Go to CRM & Client Billing in your Wix Studio workspace.
Click the Proposals tab.
Click Create Proposal.
Enter the general info for the proposal:
Title: Add a title for the proposal.
Customer: Select a client to send this proposal to.
Proposal expiration date: Specify when the proposal will expire.
Click Add Custom Item and enter the proposal details:
Add an item: Add a product or service for the proposal.
(Optional) Description: Enter a description for the product or service.
Price: Enter a price for the product or service.
Quantity: Specify the quantity of the product or service.
(Optional) Tax 1 / Tax 2: Add one or two tax rates to the proposal.
(Optional) + Add Line Item: Add additional services to the proposal.
(Optional) Discount: Apply a percentage discount to the total amount.
Define the terms for the proposal under Payment terms:
Charge a one-time payment
Choose this option to send an invoice for the full amount once the client signs the proposal. Then set the terms:
Invoice due within: Set how many days the client has to pay the invoice after they sign the proposal.
Deposit (Optional): Choose either a percentage or a monetary deposit amount for the invoice.
Split total into multiple payments
Choose this option to charge several amounts over a set period of time. You send a separate invoice for each individual payment. Then set the terms:
Set payments as: Click the relevant option [%] or [$] to choose whether to divide the total invoice into either percentage or monetary amounts.
(Optional) Click to select the Split equally checkbox to evenly divide the invoice payments.
Enter the Payment title, Amount, 1st invoice Issue date and Invoice due within for each of the payment milestones you create.
(Optional) Click + Add another payment to create more payment milestones.
7. Select the Enable automated invoices toggle to automatically send payment requests to your client on the defined dates.
8. Click Next at the top.
9. Hover over a template and click Use template to select it.
Step 2 | Customize your proposal
Tailor your proposal to fit the project and reflect your agency's branding by customizing text, buttons, tables, and images.
Most proposal templates include sections such as Cover, Cost, Payment Schedule, Terms, and Signature. Click on any element to customize it (e.g. text, button, table, or image). You can also drag and drop additional items from the elements tab on the right.
Tips:
You can always come back and edit your proposal. Click the More Actions icon
at the top right, then click Save & Close to save your changes.
Learn more about customizing your proposals in Prospero's help center. Some Prospero capabilities may differ on Wix.
Step 3 | Preview and share your proposal
When you've finished customizing your proposal, you can preview, save, and share it with your client.
To share your proposal:
Click Preview when you've finished designing your proposal.
Tip: Click Desktop and Mobile at the top to preview your proposal on both types of devices.
Click Share at the top and choose how to send your proposal:
Copy Proposal Link: Copy the link to share it directly with your client.
Send via email: Click Send Proposal to email the proposal directly to your client.
Save as template for future use: Save the proposal as a template for future projects.
FAQs
Click a question below to learn more about creating proposals.
What happens if my client doesn't agree to the proposed terms?
If your client doesn't agree to the proposed terms, the proposal remains open for negotiation. You can communicate with clients to discuss and make necessary adjustments.
How do clients accept the proposal, and what happens next?
When your client receives the proposal, they click the Sign Proposal button in the email to accept the proposal. Wix Proposals then sends the relevant invoices automatically based on the payment schedule you and your client agreed to.
Can I modify the payment schedule after the proposal has been accepted?
Yes, you can edit the payment schedule after the client has accepted the proposal.
To modify the payment schedule:
Go to CRM & Client Billing in your Wix Studio workspace.
Click the Proposals tab on the left.
Hover over the relevant proposal and click the More Actions icon
.
Click Manage proposal.
Click the More Actions icon
next to Payments.
Click Edit Schedule.
Click to modify the relevant due dates.
Click Save.
What should I do if there are failed payments within one of my proposals?
Failed payments can occur if you accidentally delete the client's email address after you've sent the proposal. This can prevent the system from issuing the invoice. In this case, you can edit the client's contact information before resending the invoice for the failed payment.
If a proposal has two failed payments, disable automated invoices, re-enable them, and update the schedule to account for future payments.
Where can I find more information about tax setup for Wix Proposals?
For more detailed information about tax setup for Wix Proposals, you can refer to the Wix Help Center or consult with a tax professional who can provide personalized guidance based on your specific business needs and circumstances.
Do I need to set up taxes for my proposals?
Consult with a local tax authority or accountant for guidance.