Proposals

Proposals Overview
Who has access to Proposals? Included in your subscription: Newbie: 1 Proposal Theme (unlimited submissions) Basic: 3 Proposal Themes (unlimited subm...
Tue, 15 Sep, 2020 at 3:10 PM
How to Create a Proposal
Proposals enable you to send your Leads a professional and presentable quote. Proposals should be created, written and displayed in a way that answer the ne...
Tue, 15 Sep, 2020 at 3:11 PM
Update Proposal Display, Design & Style
You're able to design, style and change the way your proposals look by changing the theme layout (Basic & Pro accounts only) and colour palette.  ...
Tue, 15 Sep, 2020 at 3:11 PM
Edit Proposal Images
You're able to change images in your Proposals. Visual imagery in your proposals can make your clients feel that you understand their needs and help yo...
Mon, 2 Dec, 2019 at 12:19 PM
Edit Proposal Text
You're able to change the written content in your Proposals. A well written proposal can help persuade your clients and help you sell your services mor...
Wed, 27 Nov, 2019 at 3:30 PM
Proposal Templates
Proposal Templates allow you to save the following set of content within a Lead so that you can load this into another lead at a later date: Titles and...
Tue, 15 Sep, 2020 at 3:11 PM
Sending Proposals
Written Instructions: Set Default Email and SMS Text You can set your default text globally to save time, however you are able to edit this text ...
Tue, 15 Sep, 2020 at 3:12 PM
Analysing a Proposal
Viewing your Proposal Analytics Open up your proposal page for a specific lead in your lead centre Click Edit on the top right corner of your proposal G...
Wed, 27 Nov, 2019 at 3:30 PM
What happens when a lead accepts a proposal?
Client Side a) Their date is still available The lead accept the proposal with a package assigned to it.  Depending on your required fields set in G...
Wed, 30 Sep, 2020 at 9:36 AM
Creating Custom Quotes
We have streamlined the process of creating custom packages for your leads. This is a great advantage when it comes to customising their package to your lea...
Wed, 27 Nov, 2019 at 3:32 PM