Currently, RPC picks up when a client is ready to book. However, there are a couple of workarounds to note:

  • Generate an invoice and title it “Proposal”, attach any pertinent package details as a separate file, and adjust pricing and selections based on client feedback. Updating is easy! Once everything is finalized, generate and send a contract for signature. Also remove “Proposal” from the invoice/proposal title, resend, and collect payment.

  • Generate a contract and title it “Proposal”, drag all desired fields including checkboxes or drop downs for clients to select desired package. Once your client has made selections, send a separate contract for signature. Then you can access both their proposal and contract for reference. Benefit of this option is that you can make fields required for your client to complete.

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