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Documentation Index

Fetch the complete documentation index at: https://docs.zuper.co/llms.txt

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The proposal templates are predefined templates to link the service packages. This template is a basic format for creating a quote proposal. You can customize it to include specific details related to your products or services.
Navigation: Settings -> Modules -> Quotes and Invoices -> Proposal Templates
  1. Select the “Settings” module from the left panel. Under the “Modules,” Choose the “Quotes & Invoices.” Select the “Proposal Templates.”
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  1. Select the “Proposal Templates” and click “+ New Template.”
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  1. Enter the template name and description. Click “Proceed” to enter the template details.
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  1. Upload the image. Add the service packages. Click “Save” to create the proposal template.
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4. Add-ons in the Proposal Template When Add-ons are configured and linked to service packages, they automatically appear within proposal templates as optional Add-ons. Where Add-ons Appear?
  • Add-ons are displayed within each proposal option card, under a dedicated Add-ons section.
  • They are grouped separately from the base service charges to clearly indicate that they are optional.
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