It's great when a new client accepts their first proposal, but wouldn't it be great if you could get additional details from them without having to do it manually?
By using form software (Google Form, Typeform...etc) or even Ignition Forms, you can insert a link to a client intake form within your proposal acceptance message or email so your client can provide more information about themselves without any manual processes!
How does it look?
Below is a sample acceptance message with a link to the form:
How do I set it up?
Please note: As a prerequisite, you'll need to have an existing form set up through your form software of choice (Google Form, Typeform...etc) and copy your unique form URL.
You can also create and use an Ignition Form link to capture details directly in Ignition for a streamlined experience.
1. Navigate to your Templates → Messages / Emails.
Pro-tip: We suggest adding form links to your proposal messages as you can have multiple proposal accepted message templates and create different forms for different client types.
2. Click on the Next steps → Proposal accepted on screen message.
3. Here, you'll be able to type a message that you would like your clients to see after they successfully accept your proposal.
This is where you can insert a quick link to a client form to collect further details.
Highlight the sentence or text you want to use as the link and use the URL tool to insert the link to your form!
4. Click on Save and you're done!