Wix Proposals by Prospero: Adding and Setting up Proposals

Choose this option to add your existing products to the proposal.

To add a Stores product to your proposal:

Choose this option to add your existing services to the proposal.

Note: Adding a service to a proposal doesn't schedule the session for the client. You can schedule the session manually once the client accepts the proposal. 

Choose this option to add your existing services to the proposal.

Choose this option to add your existing menu items to the proposal. Learn more about dish options (modifiers).
Note: Currently, you can only add menu items one at a time. 

Choose this option to custom add products or services outside your normal catalog items. 

Learn more about tax collection. 

Choose this option to send an invoice for the full amount once the client signs the proposal. Then select the relevant options: 

Choose this option to charge several amounts over a set period of time. You send a separate invoice for each individual payment. Then select the relevant options: 

If your proposal status changes to "on hold", this usually means your site’s premium plan has expired. To continue using proposals, you must upgrade or renew your premium plan.

Failed payments can occur for various reasons:

If you accidentally delete the client's email address after you've sent the proposal, this can prevent the system from issuing the invoice. In this case, you can edit the contact information, before resending the invoice for the failed payment. 

Failed payments can also occur due to internal errors, if your Wix premium plan expires, or if the issue date for the failed invoice has passed (which places payments 'On hold'). In these cases, if there is only one failed payment, you can reissue the invoice for that failed payment. The remaining invoices will continue to send according to schedule, once your premium plan is active.

If you have 2 or more failed payments on the proposal, you need to disable automatic invoices, then enable it again and fix the schedule of the non-issued payments manually to occur on upcoming dates.

If the client doesn't agree to the proposed terms, the proposal remains open for negotiation. You can communicate with clients to discuss and make necessary adjustments.

When your client receives the proposal, they click the Sign Proposal button in the email to accept the proposal. Wix Proposals then sends the relevant invoices automatically based on the payment schedule you and your client agreed to.

Yes, you can edit the payment schedule after the client has accepted the proposal.

To modify the payment schedule:

Please consult with a local tax authority or accountant.

Before you start setting up tax, make sure you figure out which tax rules apply to your particular business. This prevents you from taxing your customers unnecessarily or failing to collect taxes from those you are supposed to collect from. We recommend consulting with your local tax authorities for guidance.

Learn more about setting up and collecting taxes through your Wix site.

Yes, Wix offers integrations with Avalara a third-party tax calculation services that can automate tax calculations based on your location and the locations of your customers. These integrations can streamline the tax setup process and help ensure accuracy in tax calculations.

For more detailed information about tax setup for Wix Proposals, you can refer to the Wix Help Center or consult with a tax professional who can provide personalized guidance based on your specific business needs and circumstances.

It is not possible to delete or cancel a proposal once it has been accepted. After the proposal is accepted, it becomes a binding agreement between you and your customer.