Service Proposal

What do we need?

• Name of the client/s

• Email Address of the client

• Project Address

• Stages

• Schedule of Fees

• Project Description

• Service Type

• Project Manager’s name and contact details

PandaDoc

Go to PandaDoc and go to Templates

Use the template named AMS - RENOVATIONS & ADDITIONS - DA + CC 211202 and Create Document

Assign people to roles and Click Start Editing

You can use either the name or email, depending if the contact details were saved prior to Creating the Document

Variables

Client First Name

Client Last Name

Document Type Service Proposal

Project Address Number - Street Name - Suburb

Project Description Can get information from Project Manager or Principal

Project Name Number - Street Name

Sender Email Can either be Project Manager or Principal

Sender First Name Can either be Project Manager or Principal

Sender Last Name Can either be Project Manager or Principal

Sender Phone Can either be Project Manager or Principal

Sender Role Can either be Project Manager or Principal

Service Type Can either be Project Manager or Principal

Document auto-saves but make sure that the current version is updated.

Then inform the Project Manager / Principal that the document is ready for finalizing.