Proposals

Proposals Overview**
Who has access to Proposals? Included in your subscription: Newbie: 1 Proposal Theme (unlimited submissions) Basic: 3 Proposal Themes (unlimited subm...
Thu, 13 Jan, 2022 at 11:46 AM
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...
Thu, 13 Jan, 2022 at 11:53 AM
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 & Enterprise accounts only) and colour...
Thu, 13 Jan, 2022 at 12:00 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...
Thu, 13 Jan, 2022 at 12:02 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...
Thu, 13 Jan, 2022 at 12:05 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...
Thu, 13 Jan, 2022 at 1:00 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 ...
Thu, 13 Jan, 2022 at 1:12 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...
Thu, 13 Jan, 2022 at 1:17 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...
Thu, 13 Jan, 2022 at 1:32 PM
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