ProposalPoint Training Video 9: How to Edit, Preview, and Send Proposal

07/08/2018 by Ryan O'Grady

Now that you’ve made your proposal, you may review it with your colleagues and you may wanna make some changes. No problem at all, you can just jump into the Edit Proposal button and it will step you back through the process that you went through in the first place. You can jump ahead of course at any time, you may wanna add another vendor, potential vendor, you may wanna change the auction method through to private treaty. Everything here is very, very fast. We’ll just stick with one lead agent here, we might change this to 1.8% and then just simply work your way through and select Next. And once you’re happy with that, you can get back to reissuing the proposal and selecting Update and then you can resend that out to the client or send it out for the first time if you haven’t sent it out previously.

You can also then view any sort of activity which clients may have viewed these particular elements, so we can jump back here, go back to our proposal, interactions. Now we know that this has been published but no one has viewed it as yet so we can look on here to see if there is any views from our previously sent a proposal. We get the top three there but then that would sort of open out to be a lot more if that was the case exactly what time they’ve opened it and how many views they have had over that time, a very, very handy tool. You may also want to view on the live link on here and you may want to print that document as well. So you can press Print and it will build a PDF for you ready to print and drop off to the vendor if that is what you would like to do.

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.

Leave a Reply

Your email address will not be published. Required fields are marked *

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

Start closing more business today