Introducing Proposals! 🚀✨
Proposals Beta is now live!
The new Proposals tool was built to allow you to:
Create and send on-brand proposals faster than general-purpose tools, reaching prospects before leads go cold
Reduce manual effort and errors with automatic pricing tables that calculate taxes and discounts
Begin managing the full client lifecycle in one place, from pitch to reporting and retention
Deliver stronger, data-backed proposals by pulling in client performance metrics
How to use Proposals
You can find the Proposals tab in the Project Management section of your account's sidebar menu.
To get started, click on Create Proposal:
Select your Company. You can choose either a Prospect or a Client.
Prospects: you can customize all content, but you don’t have access to data integrations.
Clients: you can can customize all content, including data integrations.
You can choose from an existing Prospect/Client, or add a new one from the selector. Click Continue.
Choose your layout from the Slide Deck or Document Proposal options.
Next, choose your Source from the Blank Proposal, Template, or Clone options and give it a Title on the following page.
Apply a Theme
Use Styling Themes to personalize the Proposal style and keep it on brand!
Connect an Integration
Like Reports and Dashboards, you can add valuable integration data to your Proposals. Customize widget settings as needed to support your proposal.
Use Content Blocks to Customize Content
Add stat widgets, textboxes, titles, tasks, and pricing tables, and table of contents.
Add Pricing Tables
The Pricing Table feature lets you quickly add services to your proposal and automatically sum up, apply taxes, and create discount options for your clients.
Send Your Proposal
You can easily share Proposals with your Clients and Prospects. To quickly send it:
Click on the Share icon at the top right of your page
Select Send Now to send the Proposal directly from your AgencyAnalytics account
You can either choose from an existing client as the recipient or type in and click Enter to add a new one.
Enter the subject line, and a personalized message, then click Send to share it immediately!
Check Your Proposal's Status
Use the Activity tab to see all the details of your Proposal's status. You can view the status, dates, recipients, and the open and click rates.
Your Proposal can also include many other custom content designs, such as images, embeds, and our AI Summary, Custom Metrics, Benchmarks, and Goals features!
💬 Need additional help?
If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄