Reseller Sales

Proposal Tool Request or Guidance

  • tybrid Reply

    Hi, I really like the proposal tool and I can see where it can save alot of time especially since I have been doing my proposals via excel spreadsheets and word docs. Having said that, I need some guidance on how I can add more tabs to the services or at least modify/edit the services to fit the actual services needed on the proposal. For example, I was working on a proposal tonight but noticed that several services that I offer such as Mobile Marketing, Rep management, I was not able to add to the proposal nor modify an existing service to suit. Therefore, I cannot use the proposal tool for this prospect. I have to go back to the spreadsheet. Please advise on maybe I just missed this in the webinar and point me in the right direction to where I can do this or if it not a feature yet, please ADD otherwise I wont be able to take full advantage of and I really want to as it is pretty slick...

    In addition to this, I am putting in another vote to be able to create a PDF of the proposal and maybe an email feature in dashboard where we can email the proposal to the client. I apologize in advanced if these features have already been added. If not please add. The proposal I am working on is for a client who has voiced to me that they have "no interest" in logging into the dashboard to see proposal, or reporting. They want me to email to them...

    Please advise...

    12/29/12 at 01:09 AM (4508)