OFFICE: Proposals

What is a Proposal?

A Proposal is a document presenting an outline that plans out every step of a Project to ensure that it meets your Contact's needs. Your Contact receives the Proposal and can either Approve the Proposal, by signing it, or they can Reject it.

You can now create Dynamic Proposal Generators! Dynamic Proposals are not assigned to anyone, but rather, they exist as a "pre-created" Proposal that can be referenced in an Automation and assigned on the fly as a part of that Automation. When in an Automation a Dynamic Proposal is used, the result is that it generates a Direct Proposal that is assigned to the Target.


How do I create a Proposal?

Navigate to Office > Proposals, and click +Add Proposal.

You'll now have a choice between Dynamic and Direct.
If you are manually assigning this Proposal to a particular Contact, choose Direct. If you are creating a Proposal to assign to Contacts via Automation, choose Dynamic.

Direct Proposal

Begin by filling out the required fields.

Assign Proposal to: Choose a Contact or Circle from the dropdown menu. An individual Proposal will be generated for each Contact if you select more than one.

Proposal Title / Reference Name: The Contact will see this Title at the top of their Proposal.

Valid Until: The Proposal will expire and cannot be Accepted after this date.

Value: This is the monetary amount for the Proposal required to convert it into an Invoice or Estimate.

Currency: The currency of the proposed value.

Dynamic Proposal

Creating a Dynamic Proposal is very similar to creating a Direct one, with two minor differences.

You won't have the option to assign a Contact or Circle - instead, this will be done as part of the automation trigger process.

For the Valid Until fields, instead of choosing a specific date, you will choose a "relative" date This means that once the Dynamic Proposal has been triggered and the Proposal has been generated, that day will be the starting point.

For example, if you set Valid Until "1 Week" the timer for that week will not start until the Proposal is generated. You could create a Dynamic Generator in March but trigger it in April and the countdown will begin on that day in April.

Creating the Pages

By default, the Accept & Sign and Thank You Pages will already be in place.

If you have specified text in these pages in Settings it will be pre-populated.

CLICK HERE to learn about Proposal Settings

Click Add a Blank Page to create a new Page.

You can click add from Page Templates to add a Page from your Page Templates.

CLICK HERE to learn about Proposal Page Templates

You can add content to the page using a standard WYSIWYG editor. To insert Dynamic Data Placeholders, click the {x} button.

CLICK HERE to learn about Placeholders

Click the icon to open or close the Page. You can use the dropdown menu to Edit the Title, Delete the page, or Save to Library.

To reorder the pages, click the icon and drag it into place. The Accept & Sign and Thank You pages cannot be moved.

Preview Mode

To preview the Proposal and see additional options, click the icon shown below.

A preview of the Proposal will be shown. In this mode, you will have additional tabs to configure your Proposal.

To enter into Editing Mode click the icon below. This will allow you to click any text or images in the preview and change it.

The icon will change to indicate you are in Edit Mode; click the new icon to save your changes.

To customize the color, font, and logo, click the icon shown below.

A customization panel will appear in which your edits will appear in real-time.

To exit out of Preview Mode and go back to the standard editing screen click the icon below.

Apply a Template

To load a Proposal Template click the icon shown below.

A preview of the Proposal Template will be shown along with a Load Template panel. You can choose which Template to apply from the list or search for it in the search field.

You can choose to Keep Current Pages which will add the new Page(s) in addition to the ones already created in the Proposal. Or, you can Reset Current Pages and replace them with the ones in the Template.

CLICK HERE to learn about Proposal Templates

Notification Settings

To configure Notification Settings, click the icon shown below.

A Notifications panel will appear in which you can set your preferences.

You can choose which Staff Members to notify when a Proposal is viewed or signed/rejected. You can also select all Staff.

You can also set how many days in advance an Expiration Reminder email is sent to the Contact.

Assigning Automations

To assign Automations to your Proposal click the icon shown below.

A No-Code Automations panel will appear in which you can configure them by clicking +Configure Automations. You can trigger two sets of Automations. One for an Approved Proposal and another for a Rejected Proposal.

These Automations will trigger once a Contact has either Approved or Rejected the Proposal.

CLICK HERE to learn about Automations


How do I assign a Dynamic Proposal Generator?

There are several ways you can trigger a Dynamic Proposal Generator for a Contact.

CRM Options Menu

You can assign a Dynamic Proposal Generator via a Contact's CRM Options Menu.

Navigate to CRM > Contacts.

Click the Options menu button (3 dots) of the Contact you would like to assign the Generator to and select Accumulating Generator.

A modal will appear in which you can make your selection.

While Creating/Editing a Contact

While creating a new Contact (via manually adding or Kickoff Form), or editing a Contact, you can assign them a Dynamic Accumulating Generator in the process.

For manually adding a Contact navigate to CRM > Contacts and click the +Add Contact button.

This option will appear once you've set the Contact's Role as a Prospect or Client.

Select the  Dynamic Proposal Generator you would like to assign from the dropdown menu.

CLICK HERE to learn about Creating a Contact

Via Kickoff Form

To add via a  Kickoff Form navigate to Forms and click the +Create Form button. Select Kickoff Form when prompted.

Set the Role of the Contact as a Prospect or Client.

You can then choose the Dynamic Proposal Generator from the dropdown menu.

CLICK HERE to learn about Kickoff Forms


How can the Contact view and sign the Proposal outside of the platform?

Once the Proposal is Finalized click the Options menu button (3 dots) and select Copy Approve Link.

This will copy the direct link to your clipboard so that you can send it directly to your Contact. They will not be required to log in to view, sign, or reject it.


What does the Contact see?

Once the Proposal is Finalized the Contact will receive an email notification. When they log in to the platform they can access the Proposal directly through the Notification Panel or navigate to Office > Proposals to view it.

Just like when you are in Preview Mode the Contact will be able to navigate through the pages by either clicking on the title of each page in the left-hand menu or with the arrows at the bottom of each page.


The Contact can click the Proposals button at any time if they wish to exit without completing the Proposal.

When they reach the Accept & Sign page they will be prompted to either accept and sign the document or they can Reject it.

If the Contact chooses to Reject the Proposal they will be prompted to submit a reason.


How can my Contact download a PDF of their Proposal?

When your Contact views the Proposal they will automatically have the option to View/Print PDF. This button will appear below the Proposal pages.

This button will be available even before they sign the Proposal so they can download and print an unsigned Proposal if desired.


How can I reset an expired Proposal?

In Office > Proposals click the Options menu button and select Reset Proposal.

You will be prompted to select a new Valid Until date. The current date will automatically be populated but you can click this field and use the Date Picker to select a date in the future if desired.

You can then immediately resend the updated Proposal by clicking the Reset and Resend button.

If you'd like to create the Proposal in Draft status and edit it before sending click the Edit before Sending button.