PromptusphereTemplates
Templates to start today
Each template brings the questions, files and approvals of a common job. Use it as it is or adjust it before sharing it with your customers.
Get a quote approved
Your customer approves the exact version of the quote. If the quantity or the artwork changes later, only what depends on that change reopens.
22 questions3 approvalsWith a quoteCollect documents
Request ID, proof of address, tax certificate and a signed contract in a single request, with a review of every file and reminders that follow up for you.
12 questions1 approvalClient onboarding
Onboard every client with their company details, billing information, accounts payable contact and signed contract. Your team checks tax details first.
23 questions2 approvalsProject brief
Get goals, audience, deliverables, references, budget and deadline before you quote. Your client approves the proposal tied to that exact brief version.
17 questions2 approvalsWith a quoteCustom order changes
Take made-to-order requests with personalization, measurements and references. If the customer changes something after approving, only what it affects reopens.
17 questions2 approvalsWith a quoteAppointment request
Receive appointment requests with service, format, preferred and backup dates, time of day and notes. Your team confirms the appointment before booking it.
12 questions1 approvalEnrollment
Receive enrollments with student and guardian details, documents, schedule and invoice details. Review each document and have the guardian confirm it.
24 questions2 approvalsRenewals
Before renewing, your client confirms their details, tells you what changed since the last period and picks a plan and billing frequency, then approves it.
14 questions2 approvalsWith a quoteEvent brief
Get event type, date, guest count, venue, food, services and budget before you quote. Your client confirms the details and approves the proposal separately.
20 questions2 approvalsWith a quotePrint order
Take print orders with product, quantity, size, paper, finishes, print-ready artwork and delivery method, all complete before you prepare the quote.
22 questions3 approvalsWith a quote