Reseller Sales

Sales Proposal Tool feature request

  • Matt Reply

    I know this is something that has already been discussed, but i had one more vote for adding the ability to PDF the proposal.

    10/22/12 at 01:37 PM (3519)
  • Adam Reply

    [quote]Matt said: I know this is something that has already been discussed, but i had one more vote for adding the ability to PDF the proposal.

    [/quote]


    Really? I thought you were a digital guy?

    10/22/12 at 01:44 PM (3520)
  • Jenna Reply

    Everyone, a reminder that Carving Through the Online Proposal Tool is coming up NEXT TUESDAY, October 30th, the day before Halloween!

    Register for a Halloween treat!

    10/26/12 at 03:11 PM (3646)
  • Matt Reply

    [quote]Adam said: [quote]Matt said: I know this is something that has already been discussed, but i had one more vote for adding the ability to PDF the proposal.

    [/quote]


    Really? I thought you were a digital guy?

    [/quote]


    This is a request from a reseller who thinks their clients will not login to view a proposal. Their concern was that they are not even a client yet and might feel intimidated by having to login somewhere.

    10/26/12 at 04:41 PM (3651)
  • Adam Reply

    I know... It just seems so, 90's...

    10/26/12 at 04:49 PM (3652)
  • Matt Reply

    Technophobes lurk everywhere

    10/26/12 at 05:04 PM (3653)
  • Chris B. Reply

    If they're not willing to log in then they're probably unlikely to purchase a digital service. =/

    10/29/12 at 09:35 AM (3654)
  • Jason G. Reply

    I as well have had this same request. i think as an Option it would be great. You know like a last resort.

    10/29/12 at 09:57 AM (3655)
  • Kyle Reply

    Although it would be helpful to some people, I gotta agree with Chris on this one. If they can't enter a simple log in, do they really understand what they're purchasing? It also gives our resellers a chance to show off their portals, which could be a nice proprietary way of "wowwing" them

    10/29/12 at 10:14 AM (3656)
  • Carissa Reply

    I agree I think there should be a way for clients to view the proposal in a more proposal fashion; not so internety. I don't know about exporting to PDF, although I have heard a lot of feedback from reseller asking for this option- I agree with Adam, it's so 90's, but possibly a way they could view the proposal without logging in? I don't know, I will have to think about this more.

    I do think that it is imperative for us to have an email option; so we can click a button and the email will send with the proposal; right within the dashboard.

    I also think that it would be great for the clients to accept proposal within the proposal; so then we do not have to send the SOW as well. This would be a bit tricky since it appears that the SOW are not white labeled?

    10/29/12 at 10:39 AM (3657)