The Presentation tab allows you to customize and preview the presentation of the proposal to your client.
Here, you have the options to:
Select a user for communications to appear from
Add an intro message from a template or create a custom message
Attach an introduction video (only on Professional or Scale plans)
Attach a brochure (if you are on our Professional or Scale plans, your default brochure will be automatically attached)
Edit the settings for how your proposal will display for clients. The right-hand side of the page shows you a dynamic preview of the proposal that will change depending on the options that you choose in the proposal.
If you would like to preview the completed proposal from the client's perspective, simply click the Preview button in the top right-hand corner.
This opens up a new page where you can click through from your client's perspective, giving you full confidence that your client will see what you see when you send the proposal!
Intro and Next Steps messages
Save time and drive efficiency by creating templates. You add a customized Intro message that will act as the first page of your proposal and a customized Next Steps message which appears after they accept the proposal. Choose from a template or create a custom message.
Additionally, you can add a video to either step to accompany the messaging. Similarly, you will see a preview of this on the right-hand side once you add a video. Please note: The personalized video feature is only available if you are on our Professional or Scale plans!
If you want to start using the video feature but don't know where to start, click this article for some tips and tricks!
New Proposal email
If you are on one of our Professional or Scale plans, you also have the option of selecting the specific proposal email notification template of your choice (only if you have created these in your Template Library).
This is the email that your client receives with the link to view their proposal. Click Preview to see a preview of the notification email that your client will receive.
You also have the ability to Email a Copy of the proposal notification email with read-only access as well.
Once we're happy with the presentation, we can go ahead and send the proposal.
Sending the proposal
This step allows you:
Send the proposal to your client via email
Access a shareable link to the proposal
Accept on client's behalf
Move the proposal to an Awaiting Acceptance status
Save & close
You should have full confidence in how your proposal looks like as you would have reviewed the Terms and utilized the Preview button which displays a live preview of what your proposal looks like visually from your client's perspective.
Please ensure that you review the contact on the proposal before you press Send! If you need to change the contact, jump into the General tab and make the edit.