Proposal Training Videos 2: Proposals

08/08/2018 by Ryan O'Grady

Looking at the proposal back-end in a little bit more detail, once you scroll down from your graphs that you can see here, you’ve got the main panels where you would spend most of your time to look through previous proposals, so there’s four nice sections here. I’ll start on the latest proposal interactions. So, this will show you the most recent views of your proposals. You can click in there and have a look and see who’s recently looked at your proposals. It’s all really neatly laid out there.

You can see the status of everything there if it’s expired, published, approved, etc., and jump back there and have a look through. You can also view via the type or style of proposal that you’ve sent out. As you know, we have many templates that you can use or choose. Obviously, sort by recent views as well, the title, the date is very important as well. You can also search for proposals so it might be something along the lines of say Coolum and you may have hundreds and hundreds of proposals in here at some stage. You may want to find those very, very quickly. In this particular case we have one in Coolum and it finds that very, very quickly for us.

We can then jump back to the dashboard and scroll through and have a look at the other sections which of course, everyone loves to look at, the Accepted Proposals. That will show us all of our accepted proposals which you can run through with the management and look through those. You can also jump into equally important, Recently Created Proposals, there’s a quick jump to if you want to have a quick squeeze and look in there very, very quickly for your last three proposals that you’ve created.

Then as I mentioned in an earlier video, a lot of agents spend a fair chunk of their time in here making sure that proposals get opened as you’re sending out a link. Many agents send it via email and also via SMS. As soon as they open that, they would actually see that that would be up here in Latest Proposal Interactions, but if they haven’t opened, it will still appear here and there’s a great way to get back in touch with the client to find out whether there was an issue with the email or SMS or did they not have time to review the proposal as yet. Then once again, you can jump in there very, very quickly and have a look through and see where those particular ones are probably stuck and have a look through there. So, that’s the main area of where agents and agents’ assistants spend their time looking through those particular proposal interactions.

Ryan O'Grady
Ryan O'Grady Founding and operating digital web services businesses, Ryan has a passion for technology and over 10 years of experience delivering online services to the classifieds verticals in Australia, New Zealand and Asia.

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Team ProposalPoint, I just wanted to let you know that I won a listing yesterday over another agent, mainly due to the Proposal Point software.
They were so impressed by the proposal that all the other agents really had no chance.
Braden Walters McGrath Estate Agents
Industry
Real Estate
From the first proposal we sent out to a potential vendor we realised this was going to be a game changer for us, I use this for all of my sales appraisals and the potential vendors soon turn in the vendors for Lynham Real Estate!
Nathan Lynham Lynham Real Estate Agents
Industry
Real Estate
We are always looking for software and products that help our business especially at boat shows where the speak to hundreds of visitors who all receive paper brochures, ProposalPoint is a real point of difference as it is sent via SMS/email, is personalised and give us great intelligence on who may be interested and allows us to keep in touch with clients through social media
Mike Joyce Dealer Principal Riviera Sydney
Industry
Marine
ProposalPoint allows us to contact clients at the most suitable time. When we are notified of the proposal being opened, is when we call. It's more appropriate and our agents are there when questions need to be answered. There is less delay, making the process more seamless which results in our company winning more listings.
Tim Mumford Partner and Residential Sales
Industry
Real Estate
I have looked at and used some other software packages for proposals over the years, however ProposalPoint is the only provider I have seen that allows our proposals to be built quickly and easily, are fully customisable and on brand every time!
Tavis Standen
Industry
Real Estate
Our agency has been very impressed with not only the professional design and function of the ProposalPoint templates but also the level of customer service provided by the team. ProposalPoint has given our agency a competitive advantage above other local agencies ultimately resulting in increased appraisals and listings.
David Newton Newton Real Estate
Industry
Real Estate

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