Document guides / Proposal
The proposal: give the client a choice.
A proposal presents two or three options side by side, usually good, better and best, so the client picks a level instead of deciding whether to hire you at all.
When you would use a proposal.
A job with real choices
A roof in shingle, metal or tile. A system in standard or high efficiency.
A bigger ticket
Choice makes a large number easier to accept.
You want to upsell fairly
Showing the better option next to the basic one lets the client decide.
The client is unsure
Instead of "yes or no", the question becomes "which one".
Top to bottom, what the page shows.
This is the order a client reads it in, and the same sections AeroInvoice puts on a proposal.
- Who and where
Your business, the client and the job site.
- Options
Columns for each choice with what is included and its price. This replaces the usual line-item table.
- Notes and terms
What applies to every option, such as warranty or timeline.
- Signature
A line reading "Option chosen and accepted by", so the signature records which one they picked.
- Number prefix
- PRP
- Signed by
- The client signs next to the option they chose.
Tips
- Make the middle option the one you want. Most clients choose it.
- Keep differences concrete: material, warranty, finish. Avoid vague labels.
How it differs from similar documents.
Good to know.
How many options should I offer?
Make your proposal in minutes.
Start free. It numbers itself, uses the right wording and shares your client and item details.