Features
Whether you’re just starting out or have multiple employees,
Proposl is the perfect quoting solution for you!
Dashboard
Everything you need to know, condensed into a clean dashboard. View your recent quotes, revenue from accepted quotes, lost opportunities and much more. Each quote details whether it’s been opened, accepted or declined giving you the top-level detail of where your opportunities currently stand. Quickly click into each quote to get more detailed information, such as when it was last opened and how many times it was opened.
Dashboard
Everything you need to know, condensed into a clean dashboard. View your recent quotes, revenue from accepted quotes, lost opportunities and much more. Each quote details whether it’s been opened, accepted or declined giving you the top-level detail of where your opportunities currently stand. Quickly click into each quote to get more detailed information, such as when it was last opened and how many times it was opened.
Quote Design
Quickly customise your quotes to fit with your brand! No design skills required, simply choose from a large palette of colours, fonts and styles to ensure your quotes stand out and look sharp. Proposl comes with 6 layout options as standard, choose to align your quotes left, centre or right, plus easily switch between traditional letterhead, centralised or right column layouts. The handy preview mode allows you to quickly check your handiwork on the fly.
Create Quote
The Quote Builder is the engine of Proposl. Building professional looking quotations has never been easier, with each quote line having the option for product code, title, description, images, PDFs or document uploads. Enter your quantity and unit price and Proposl takes care of the rest, auto-calculating every line of your quotation and summarising at the bottom. Proposl can handle an unlimited amount of items for the most complex of quotations. TIP – Why not pre-save quotes as templates to help speed up your quoting process.
Create Quote
The Quote Builder is the engine of Proposl. Building professional looking quotations has never been easier, with each quote line having the option for product code, title, description, images, PDFs or document uploads. Enter your quantity and unit price and Proposl takes care of the rest, auto-calculating every line of your quotation and summarising at the bottom. Proposl can handle an unlimited amount of items for the most complex of quotations. TIP – Why not pre-save quotes as templates to help speed up your quoting process.
Quote Options
Proposl has built-in features that allow you to create optional and multiple-choice items, a great way to empower your customer to choose their desired items. Proposl also supports a subscription option for recurring payments such as software licences, retainers and more. For an easier way to price your items, Proposl has an inbuilt margin calculator, enter your cost and sell price and Proposl will display the margin you are making, adjust your sell price until you reach your desired item margin.
Preview Quote
Now you’ve prepared a killer quote, Proposl will give you a preview of how the customer will see it once it’s been sent. This gives you the opportunity to double-check the detail, design and pricing before you whizz it off for (hopefully) acceptance! If you have anything you need to save against the quote for later, you can add a private comment which only you can see. If it’s good to go, hit SEND…
Preview Quote
Now you’ve prepared a killer quote, Proposl will give you a preview of how the customer will see it once it’s been sent. This gives you the opportunity to double-check the detail, design and pricing before you whizz it off for (hopefully) acceptance! If you have anything you need to save against the quote for later, you can add a private comment which only you can see. If it’s good to go, hit SEND…
Send Quote
Now you’re ready to send your amazing quote to your customer, the default email text will be displayed here, you can quickly edit the body of the email to personalise to your customer, or alternatively, if you want to change the default wording of your emails, you can head over to the email settings. Once you’re happy, the final step is hitting the send button. Job done!
Customer Receives Quote
Your customer now has a nice email from you with a link to view their quote. Not a clunky PDF or Word doc in sight, they click the link and view your quote in all it’s glory on any device and it looks great. They check the detail, share it with their colleagues and even have the option to download the quote and save a hard copy if needed. If you’ve included any optional extras or up-sells, they can tick these directly in the quote to update the total price.
Customer Receives Quote
Your customer now has a nice email from you with a link to view their quote. Not a clunky PDF or Word doc in sight, they click the link and view your quote in all it’s glory on any device and it looks great. They check the detail, share it with their colleagues and even have the option to download the quote and save a hard copy if needed. If you’ve included any optional extras or up-sells, they can tick these directly in the quote to update the total price.
Customer View
Quote/Opened
Notification
This does sound boring, but it’s one of the most exciting things you will experience! When your customer opens your quote, you will be notified immediately. No more chasing, calling or pestering your customer to see if they have received your PDF. You know exactly when they opened it and how many times they’ve opened it, giving you and indication to how interested they are in what you have to offer.
Customer Asks
Questions/Answer
Questions
This is a great feature of Proposl. Your customer doesn’t even need to leave the quote to ask any further questions, they can handle it all directly inside your quotation, attach images or documents and start a 2-way conversation thread with you, everything is saved inside your quote should it be relied on later down the line. Both you and your customer will be notified when either party ask/answer questions relating to your quotation.
Customer Asks
Questions/Answer
Questions
This is a great feature of Proposl. Your customer doesn’t even need to leave the quote to ask any further questions, they can handle it all directly inside your quotation, attach images or documents and start a 2-way conversation thread with you, everything is saved inside your quote should it be relied on later down the line. Both you and your customer will be notified when either party ask/answer questions relating to your quotation.
Follow-Up Emails
Optionally, if you’re quoting a lot of customers you can set up automatic, personalised follow-up emails. For example, let’s say you’ve sent your quote and hear nothing back from the customer, in 5 days Proposl will automatically send a quick, polite follow-up, asking if they have any questions they need answering.
Quote Acceptance
The Crown Jewel!
Proposl naturally directs your customer to commit and physically accept your quotation and this really does increase the number of quotations you win. Once your customer accepts your quotation, you’ll be notified with a direct link to the quote to follow up with them. The customer will also be notified, thanking them for their business and informing them that you’ll be in touch shortly to discuss the next steps.
Quote Acceptance
The Crown Jewel!
Proposl naturally directs your customer to commit and physically accept your quotation and this really does increase the number of quotations you win. Once your customer accepts your quotation, you’ll be notified with a direct link to the quote to follow up with them. The customer will also be notified, thanking them for their business and informing them that you’ll be in touch shortly to discuss the next steps.
Fully Responsive
Finally…. Proposl is fully responsive and looks beautiful across all devices. This is important for your customer, as they can open on their mobile, tablet or in the office.
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