There are three key settings for every proposal type, which includes the naming convention, the different types of proposals and where clients will be redirected to on acceptance.

Watch this video or read the article to learn more.

How To Set-Up 

Step 1. Go to Configure > Proposal Types & E-mails

Log in to the admin section of your app and go to configure > proposal types & e-mails. This will bring up a list of your current templates.

Step 2. Edit or Add A New Proposal Type.

Add a new proposal type or edit an existing one.

In either scenario, a pop-up box will appear:

Step 3. Configure the 3 key settings

The three key settings are the initial fields in this box and this is where you will tweak them. 

Here, you can also edit the PDF content and e-mails that go out with this proposal type.

The Settings:

Proposal name - This is the naming convention for this proposal type. Make sure it is clear and logical to avoid ambiguity for you and your team. This will be one of the first things you choose when you create a proposal.

Proposal type - This refers to the type of proposal i.e. a proposal, renewal or extra work order. Choose one from the drop down menu provided. The type of proposal will appear on the front cover of the proposal and in the proposal header. 

This is also useful when interrogating your dashboard or filtering your proposals. 

Redirect when the proposal is accepted - This controls the page where your client is redirected to when they have signed their letter of engagement. For example, this could be a page on your website with a welcome video, data capture form and link to the Direct Debit mandate. 

Step 4. Save proposal type

Once you are happy with your settings, scroll down and hit 'Save Proposal Type.' 

Discover More

>> More on editing a proposal type
>> Manage your proposal types

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