Once you have completed the proposal, you provide the proposal to your prospect in several ways:
Download Sales Proposal
On the Proposal tab, click the download icon in the Actions column
Send Proposal URL
On the Proposal tab, click the hyper-link for the proposal, and copy the URL displayed. You can then paste the URL into an email. Your prospect will be able to view the proposal on-line
When the sales proposal link is sent in an email, your prospect will have the ability to accept the proposal on-line. The following will occur when a proposal is accepted via the on-line option:
- The timeline will automatically be updated with the timeline item you selected as Timeline Item Applied To Signups in the Sales Proposal settings. Click Here for instructions on setting up automated timeline items.
- The Status of the opportunity will be automatically changed to Won.
- The Won/Lost Date of the opportunity will be automatically updated to the date the proposal was accepted.
- An email notification will be sent to those who have subscribed to the Sales Proposal Accepted notification. Click Here for details on setting up notifications.
You will manually wish to change the Sales Stage, and if necessary the Status Reason. The actual setup of membership, and the associated fees will also need to be performed.
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NOTE: When the proposal is accepted via the link, or the back-office, a PDF snapshot is taken of the proposal as it currently is and a copy of it is stored in the Cloud Drive and appears in the contacts' Files tab. |
When the proposal is accepted, you will manually wish to change the Sales Stage, and if necessary the Status Reason. The actual setup of membership, and the associated fees will also need to be performed.