Focus: The focus of this Self Help article is to provide you information and steps in order to create your first proposal.
Please note: We recommend that you have three items setup, clients, catalog and a template. If you already have created these items, you have everything you need in order to create a proposal. Do you need some help on what to add to your proposal? Check out our blog for more advice on how to create your first proposal.
Initial Step: Click on Proposals at the top and click on the Green button “Create a Proposal”
Step 1: Enter in the name of the proposal. Choose your template. Using the “Send To” section and pick your client. You can do this by typing in the first few letters in the box, or use the drop down arrow to pick one from “Clients”. You can also add them in manually by clicking on the green + symbol. Once you have your clients added, click on “Next Step”.
Step 2-A: Pricing section. Here is where you build your Catalog items that you want to send to your client. To add them, click on the Green + button.
Step 2-B: In this example, we will be adding a Service. Enter in a Name, Price, Unit and QTY. Provide a description. You will also have the optional to add it as a “Mark As Optional”. This allows your client to choose the item if they wanted to it in their proposal.(Click here for more information regarding optional line items) You also have an option for “Quantity editable”, which this option allows your client to modify the QTY field when viewing the proposal. (Click here for more information regarding using Quantity editable option.) Click Save when finished adding the item.
Step 2-C: Pricing Table Settings. First we have Discount type; you can choose either total discount or line item discount. Second, we have “Tax Type”, you can choose either total tax or line item tax (If you need more information about taxes, click here). Third, we have currency, if you want to change the currency, you can do this from here. Fourth, Costing and Profit Margins, please click here for more information of this option.
Step 2-D: Here, you can choose an existing Price list, if you have created one in Catalog > Price Lists. Click here for more information on Price lists. Also, you can create a price list of the items that you have in this price list. To do this, click on “Add to Catalog”. Click “Next Step” once you have completed your pricing table.
Please note: In order to show the pricing table in the proposal, you will need to make sure that you have a “Price block” added to the template you used or in Step 3 of this proposal.
Step 3: In this section, this will show you the “content” you created in your template that you selected in Step 1, however, you are welcome to add or edit “Sections” and “Content blocks”. Click here if you would like more information about setting up the template. Click “Next Step” when you are ready to finalize the proposal.
Step 4-A: Preview and email message. We always recommend that you click on the orange button “Preview the Proposal” as this will give you the same view as what your client will see. Below, you will also have the “Email Message” that gets sent to your client. You have the option to “Edit Message” to modify the message for this proposal, or there is an option to do this globally for your entire account. If you have modified the message, make sure to click on “Save Message” to save the changes. Click here on how to view and edit this message globally.
Step 4-B: Proposal Options and Attach file
A. Generate PDF version — This option allows you to enable or disable the PDF Version of the proposal. To enable or disable, click on the slider button. By default this option is on the ON position
B. Enable – e-signature –This option allows you to enable or disable the Quote Roller e-signature option, allowing your clients to sign the document electronically. To enable or disable, click on the slider button. By default this option is on the ON positio
C. Enable Password protected access — This option allows you to enable or disable the password protected access to the proposal. To enable or disable, click on the slider button. By default this option is on the OFF position. To set a password, click on the slider button to the on position then enter in your password. Don’t forgot to add this to your email to your client or provide through another means
D. Set Proposal expiration date — The proposal expiration option is great way to close your deals faster. It could also be used a way to promote a deal to your clients, by setting a “deal” that will only be available for a select amount of time. To enable or disable, click on the slider button. By default this option is on the OFF position. To set expiration date, Click on the slider button to the ON positon. First you can set the expiration date. This means the proposal will be active until the date selected and then the client will no longer be able to view the proposal. By default this is set to 30 days out from the date when you first created the individual proposal. Second, Enable expiration reminder You will have the option to enable the Password reminder. This will enable that 3 days before the expiration date that your client will receive another email reminding them about the proposal. Click on the slider button to enable this option. Click here to learn how to change the expiration email reminder.
E. Attach files — The attached files option is a way that you could add other files that will be available as downloadable attachment to the Web version of the proposal. This could be a PDF, DOC, JPG, anything that would want to provide in addition to the proposal. Example, a marketing PDF file.
Step 4-C: Buttons and ready to send to your client.
- Send the Proposal — Use the button: to save your proposal as the “Sent” Status and send the email message to your client. Your proposal will be viewable to your client or any one who has the proposal URL Link. Click the button to Send and confirm you wish to send. If you need to view this proposal, it can be found under Proposals > Sent
B. Save as Sent — Use the dropdown arrow, next to Send the Proposal button, click on Save as Sent.. This is a good option if you have already sent the proposal but if you need to edit the proposal. Using this button will not send the email message to your client. If you need to view this proposal again, it can be found under Proposals > Sent.
Have Questions, please feel free to contact us?
For faster support, please login into your Quote Roller account and click on the blue Help/Questions button found on the upper right of your account.