TABLE OF CONTENTS

• How To Print A Proposal
• How To Email a Proposal
• How to print Receipt
• How to Email Receipt
• How to Print a Worksheet
• Where to See and Print an Estimate
• How to Generate a Shopping List
• How to Customize Proposal Email

How To Print a Proposal

Find the proposal you want to print and click Manage to open it.

Click on Print > Proposal.

Set the printer for plain white letter-sized paper, then click Print.

How To email a Proposal

Select the proposal you wish to email and click Manage.

Click the Email button in the upper-right and a new window will appear where you can set the recipient, subject line, and message (these are all filled in by default but you can edit any you choose).

If you check the Send Copy to Business Email box, a copy of the proposal will also be sent to your business email (set under Settings > Store Info) for your records. You may opt out of the copy by unchecking the box.

Note: You Can manage email message templates from settings.

How To Print a Receipt

With Floranext advanced proposals, you can print receipts for individual payments, or for all payments that have been applied to a proposal.

Printing one receipt 

First, select the proposal you wish to print the receipt from and scroll down to the payment section of the proposal.

Locate the date of the receipt you would like to print and click Actions, then click Print Receipt. Select your receipt printer and print.

Printing all Receipts

Select the proposal you wish to print the receipt from and scroll down to the payment section of the proposal.

At the top of the payment section, click Receipt > Print All. Then select your receipt printer and print.

How To email a Receipt

With the Floranext advanced proposals, you can email receipts based on each payment or you can print out receipts based on all the payments that have been applied to a proposal.

Emailing one receipt 

To email, a single receipt on a proposal payment, find the proposal you wish to email the receipt for and scroll down to the payment section of the proposal.

Find the date of the receipt you want to email, click Actions, and click Send Receipt. Enter the customer's email address and click Send. You can have a copy sent to your email if you check the Send Copy to Business Email box.

Emailing multiple Receipts

To email all receipts on payments that have been applied to a proposal, please follow the following steps.

Choose the proposal you want to email receipts from, scroll down to the payment section, and at the top of this section, click Receipt > Email All. Enter the customer's email address and click Done to send the email. Again, you check the box to have a copy sent to your email.

How To Print a Worksheet

Every advanced proposal can generate and print a comprehensive Worksheet of your components across the entire proposal that includes each flower or supply component you've added to an item, and its cost, markup, and quantity.

Similar to the Shopping List, the Worksheet can be seen as another way to print and present the information from the Estimate feature. Worksheets, however, organize the same information into each item you have created on the proposal you're working on. 

This can be helpful when you're in the construction phase before a wedding or event. Designers can use the worksheet as a reference tool. 

You can access it by clicking Print at the top of the proposal and selecting Print Worksheet.

Where To See and Print an Estimate

On every Advanced Proposal, you can locate an Estimate of your Component Costs across the entire Proposal. So this will include each Flower or Supply component you've added to an Item, and it's Cost, Markup, and Quantity.

While on a Proposal, simply locate and click the Settings button at the top of the page, then select Estimate. 

You can print this information by going to Print > Worksheet or Print> Shopping List.

How to generate a Shopping List?

Every Advanced Proposal can generate and print a comprehensive Shopping List of your Components across the entire Proposal. So this will include each Flower or Supply component you've added to an Item, and it's Cost, Markup, and Quantity.

Think of it is as a printable version of the Estimate feature, but one you could take to your wholesaler, local market or distributor. 

You can access it by locating and clicking the Print button at the top of the Proposal you are working on and selecting Shopping List.

How to customize a proposal email

In Advanced Proposals, there is now a general email template that can be edited. This template is located in Settings > Proposal Settings - Email Message.

This will serve as the default template for all emails you send from the proposal manager. Keep in mind that while this is the general template, this can be adjusted on each individual proposal.

Once you have your general template set, open a proposal and click Email. This will open up the email composer, which will show the text you set for your general template.

You will now see that you have the option to change, remove, or add text to this template as necessary.