Sales · 6 steps · 3 screens
Send a sale proposal
A buyer wants an artwork and you agree on the price. Instead of a back-and-forth of messages, send them a page where they accept and pay in one click: the artwork is reserved for them as soon as you create the proposal.
Before you start
- Your Pro Site is online: the page the buyer receives is a page of your website.
- The artwork has its price on its sheet. For remote card payment, Stripe is connected in Sales.
Screen 1 · Sales
In the menu, open Sales, then click New proposal. On a phone, it is the pencil button, next to the +.
Screen 2 · New proposal
Leave Existing artwork(s) selected, then click Select artworks: tick the artwork and Confirm selection. Its price comes from its sheet.
In Payment and validity, keep Full amount and choose the Payment method: Online payment with Stripe so the buyer pays by card from the page, otherwise the method agreed with them.
In Buyer and document, enter their first name, last name and Email: the e-mail is what allows sending in one click.
At the bottom, click Create the proposal. Nothing is sent yet: you first see the page exactly as the buyer will.
Screen 3 · The proposal sheet
Check with View the page as your buyer, then click Send by email. Prefer to send it yourself, by message or Instagram? Copy link.
Done
The buyer receives an e-mail with the link to their page: they see the artwork at the agreed price and click Accept and pay the amount. You receive an e-mail when they accept, then the sale becomes paid as soon as the payment is confirmed — in Sales, it runs like any other sale, receipt and certificate included.
On your side, the sheet follows every step:
What if…
The buyer has not answered?
On the sheet, Resend payment request sends the e-mail again, or Copy link to nudge them by message. A Expiry date (optional), set at creation, makes the page expire on the date you choose: they know they have to decide.
They paid directly, by bank transfer or in cash?
On the sheet, click Mark as paid: the sale is recorded with that payment method, and the documents follow as for any sale.
They would rather pay in two installments?
At creation, choose 30% deposit (or 50%, or a custom amount): they pay the deposit when accepting, the artwork is reserved, and you ask for the rest whenever you want with Request the balance.
You change your mind, or they do?
On the sheet, Cancel sale: the buyer's page closes and the artwork, reserved since the proposal was created, is for sale again.
Going further
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