To access your proposal settings in your Floranext dashboard, navigate to Settings > Proposal Settings > Proposal Settings.
Note that all changes made to proposal settings will only be applied to future proposal settings! If you're new to advanced proposals, see this guide first.
Markup
Labor - Labor markup is set as percentage but please set number value without the "%" sign as our system only accepts a number value but will still treat it as percentage.
Floral & Supply markup - The math for these two Markups works very much the same. They just apply a set multiplier to two different types of components in a recipe. As it sounds, the Floral Markup would only apply towards any Flower Component, and the Supply Markup to any Supply Component.
Logo
Use this section to add your logo to the front page of your proposals.
Click Choose File to browse your computer for a logo file to upload. Once uploaded, you will see the name of the file in blue text next to the Choose File box.
If you would like to replace the existing file, click Choose File and choose a new file. To delete the logo and go back to a proposal without logos, check the Delete Image box and save.
Remember to save after making any changes to logo!
Filter Settings
Filter Settings control what proposals you will see in your proposal manager. By default, your proposals page will show only pending and cancelled proposals, not completed proposals.
You can change either of these settings by checking or unchecking the appropriate box, then save.
Tax by Line
Tax by Line allows you to mark each item as taxable or non-taxable.
For more information, see this article.
Front Page Text
This function allows you add text to the front page of the finished proposal, to appear below the logo. You can write and format your text using the editor.
Don't forget to save periodically when writing and formatting text!
Note that there is a tool to upload an image to the text. If you would prefer to integrate your logo into this text, you may upload it here instead of in the logo section.
Terms
Your proposal terms, or contract, will form the basis of your and the customer's responsibilities and liabilities, so it's worth spending some time reviewing the generic terms in place by default.
Email Message
This section sets the default body text for your emailed proposals. This template can be customized in each emailed proposal before sending.
Andrew
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