ProposalPoint August Updates

31/08/2017 by Ryan O'Grady

During August, we were busy at ProposalPoint working on a few enhancements to the product. Some of these were the result of feedback from our clients while other features are on our roadmap as we continue to evolve the product.

August Features include:

1. Users can add event lists from Campaign Calendars.

We added a feature that allows a user to add/edit events within the Campaign Calendars. Users can just click the “Event List” button and edit this within the pop-up box that appears. This feature gives you full control to customise your property marketing campaign.

2. Additional user roles: ”Office Agent” and “Office Admin”.

We had requests to give some agents greater access to view all proposals within that account. So now, there is an “Office Agent” who can manage all proposals, and an “Office Admin” can manage all proposals and manage users.

A standard Agent user can only view and manage proposals which they have one of the lead agents on.

3. Author section has been moved to sidebar within the proposal editor.

You can pick who the author of your proposal is, and it will become the name of the signature in the proposal’s welcome section.

4. We added “Agents” column in proposal summary list.

You can now easily see who the lead agents are for each proposal when you view them in the proposal summary list.

5. Marketing Recommendation can now be edited and deleted from proposal editor.

We have tweaked this section so that you can easily add, edit and delete items in Marketing Recommendation section.

6. Support Team is sorted in alphabetical order.


7. You can now duplicate a proposal by clicking the duplicate option under the title in the proposal list.


8. Improved Notification to Agents.

With the notifications that are sent to agents, we can include a link to the proposal in a message so that it is easier for the agent to jump through and view the proposal.

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
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
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
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
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
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
Real Estate

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