HubShout SEM System Help

Export Proposals to PDF?

  • Member 17942 Reply

    Does anyone know how to export proposals directly to PDF? I have prospects that would prefer a paper proposal and I don't see an easy way to accomplish this task.

    05/27/15 at 11:18 PM (18751)
  • Megan Reply

    Hello! This is a question that we have gotten before from a few different resellers.

    Please take a look at this older forum thread explaining the situation: http://hubshout.com/?Online-Proposal-to-PDF&TID=558

    05/28/15 at 11:45 AM (18752)
  • Member 17942 Reply

    Hi Megan,

    Thanks for the response.

    I read that thread previously and had hoped that the proposed development of a solution mentioned in 2012 & 2013 had progressed since then. This feature is important to up. We are building our own proposal system as a work around.

    05/29/15 at 12:35 PM (18767)
  • Member 17942 Reply

    Typo correction: important to *us.

    05/29/15 at 12:38 PM (18768)
  • Adam Reply

    Hi 17942!

    We understand what you are saying. And, actually, there is another twist to the story. While the request for the PDF feature was extremely popular in 2012 and 2013, what was even more popular in 2014 was the idea that we would write the proposal, do a site audit and keyword research for the Resellers - and deliver it in PDF also..

    So that's exactly what we did. For our PRO RESELLERS, we create the proposal for the reseller. The program has been a wild success and resellers have reported closing deals with our new proposal process. It has, unfortunately, meant that we delayed the automated PDF feature now that the majority of our resellers are getting their needs met by our Account Manager.

    Hope that helps you fill in the blanks a bit...

    Thanks for stopping by our forum! :-)

    05/29/15 at 05:27 PM (18774)
  • Chris W Reply

    The proposals we have created for our resellers have indeed been widly successful as Adam appropriately termed.

    The point of the proposal system in the dashboard is also a value proposition for both the reseller and the client. Clicking a link and visually being able to navigate through the information is powerful, I've seen a lot of success from that as well.

    I can see how a PDF would be beneficial to an end client and converting it right from the system.

    06/10/15 at 12:42 PM (18920)
  • Jamie B Reply

    For sure

    06/19/15 at 05:20 PM (19069)
  • Chris W Reply

    Wanted to update this since my last comment was 2 months ago. I am similarly getting the same request to export to a PDF on the system proposals. Maybe it would be beneficial to at least open back up the discussion. Manual Audits/Proposals take 5x longer to create than the system ones. If we can get more proposals out to resellers to get to end clients, we theoretically should have more closes and thus more sales.

    08/17/15 at 11:13 AM (19796)
    • Andrea Reply

      I agree Chris. I have quite a few requests for this as well and think it would be a great feature to add to the dashboard.

      08/17/15 at 03:38 PM (19801)
  • Member 11298 Reply

    The pro reseller proposals are great, they can be formated to pdf's word docs or g docs

    08/17/15 at 04:41 PM (19803)