Your internal team has access to a powerful tool - the Proposal Index Report - that simplifies the management of proposals associated with specific clients. This report empowers you to efficiently organize and share proposals with your clients.
Here's how to access and navigate the Proposal Index Report:
Step 1: Accessing the Proposal Index Report
Log in to your dashboard.
Navigate to the "Reports" section.
Click on "Proposals".
Step 2: Report Segmentation
The Proposal Index Report is divided into three distinct sections:
1. Pending Proposals:
In this section, you'll find all pending proposals. Additionally, if a proposal was removed or deleted from an existing proposal, it can still be located in the Pending Proposals section ensuring that no proposal data is lost. To consolidate proposals, this is the designated stage. Please note, this can only be done during the "Pending Proposal" stage, that is before the proposal is submitted; it's not possible once submitted. Therefore, prior to submission, ensure that the proposal is grouped with any others you intend to consolidate for that particular client.
To consolidate proposals, simply click the checkmark next to each proposal you wish to combine, and then press the "Submit" button. It's that straightforward!
2. Submitted Proposals:
Under this tab, you can access all proposals that have been submitted or are enqueued for submission. Two notable action items are available here:
Preview: Represented by an eyeball icon, this action allows you to preview the proposal before sending it to the client.
Send: Depicted by an airplane icon, this action enables you to send the proposal to the client for review.
3. All Proposals:
The "All" tab provides a comprehensive view of proposals at all stages, from pending to submitted/enqueued to live. This inclusive section allows you to oversee the entire proposal lifecycle, making it easy to track progress and manage client interactions effectively.
In each section of the proposal index report, you'll find the "Send message" feature for convenient client communication. If you prefer not to use this feature, you can simply disregard its presence.
In summary, the Proposal Index Report is a versatile tool designed to enhance your proposal management process. Whether you're dealing with pending proposals, submitted proposals, or proposals at all stages, this report ensures that you have full control and visibility over your proposal portfolio.
By utilizing this feature, you can streamline communication with clients, maintain a comprehensive record of proposals, and ultimately enhance your client engagement experience.