Proposals lets you build on-brand, data-backed proposals directly in AgencyAnalytics so you can pitch prospects and clients faster and manage the full client lifecycle in one place.

Once your Admin enables Proposals through Apps, you'll find the Proposals tab in the Project Management section of your account's sidebar menu.

To create a new Proposal, follow these steps.

Step 1: From the Proposals tab, click Create Proposal.

Step 2: Select your Company. You can choose either a Prospect or a Client.

With a Prospect, you can customize all content, but you don't have access to data integrations. With a Client, you can customize all content, including data integrations.

Step 3: Choose from an existing Prospect or Client, or add a new one from the selector. Click Continue.

Step 4: Choose your layout, either Slide Deck or Document Proposal.

Step 5: Choose your Source, either Blank Proposal, Template, or Clone.

Then give your proposal a Title on the following page.

Use Styling Themes to personalize the Proposal's style and keep it on brand.

Like Reports and Dashboards, you can add integration data to your Proposals. Customize widget settings as needed to support your proposal. Note that this option is only available for Proposals tied to a Client, not a Prospect.

Add stat widgets, textboxes, titles, tasks, pricing tables, and a table of contents using Content Blocks.

The Pricing Table content block lets you quickly add services to your proposal. It automatically sums up totals, applies taxes, and creates discount options for your clients.

Your Proposal can also include other custom content designs, such as images, embeds, AI Summary, Custom Metrics, Benchmarks, and Goals.

You can share Proposals with your Clients and Prospects directly from AgencyAnalytics.

Step 1: Click the Share icon at the top right of your page.

Step 2: Select Send Now to send the Proposal directly from your AgencyAnalytics account.

Step 3: Choose an existing client as the recipient, or type in a new email address and click Enter to add one.

Step 4: Enter the subject line and a personalized message, then click Send to share the Proposal immediately.

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.

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!

If you have any questions, please contact our friendly support team by following these instructions! We're available 24/5 to help 😄