Insites makes it easy to build a proposal for products & services, which you can include in the shared audits. But before you can create a proposal, you need to set up your products and services and ensure it’s enabled.
To do this you’ll want to:
Head to the Audit Designer → Proposal tab
Select the product & services option → then fill in the details - for example, if you sell a Facebook ads service - fill in the name of the product → fill in the description of the service → assign a category if need be and you can add an additional link for more product information.
You can apply sales tax, add terms and even link your products, so that if you add one from the linked group then they will all be added to the proposal.