Help Center
Watch & Learn from the quick video tutorials with tips and tricks for getting the most out of ProposalPoint. These walkthroughs are perfect for visual learners who would rather watch a video than read a manual. Whether you're looking for a step-by-step tutorial or a quick how-to video, you're in the right place.
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Demos
Agentbox Integration
February 4, 2019 | 4 mins
We are pleased to present our new time saving integration for Agentbox users. Now you only need to enter your appraisal information once and it will be pulled out of Agentbox and into ProposalPoint. Have a look at it in action!
Session Replays and Heat Mapping
December 5, 2018 | 4 mins
An exciting new feature that allows you to see how potential clients interact with the proposals you send them. You will be able to see a recording of each time a proposal is viewed as well as heat maps to quickly see what is important to your potential clients.
Sold Properties Update
December 2, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can now easily find your most appropriate sold properties to display in your appraisals.
Add Packages in Marketing Schedule
December 2, 2018 | 8 mins
A back-end view of ProposalPoint that will show you our updated marketing schedule which allows you to offer packages for vendor paid advertising.
Our Track Record
December 2, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can add and update your teams stats for the new "Our Track Record" section.
Choose Which Content Blocks are Editable
December 2, 2018 | 3 mins
A back-end view of ProposalPoint that will show you how you can choose which content block are visible and editable when a proposal is being created.
Add Signature Image to Profile
December 2, 2018 | 1 mins
A back-end view of ProposalPoint that will show you how you can add a signature to your profile to appear in your proposals.
Edit Images in Content Blocks
December 2, 2018 | 3 mins
A back-end view of ProposalPoint that will show you how you can edit or change images in the default content blocks.
Default Testimonial Image
December 2, 2018 | 2 mins
A back-end view of ProposalPoint that will show you to set a default image for testimonials that do not have an image.
CoreLogic RP Data Integration
December 2, 2018 | 1 mins
A back-end view of ProposalPoint that will show you how you can add add your CoreLogic/RP Data account as the data source.
Pricefinder Search Update
November 1, 2018 | 3 mins
A back-end view of ProposalPoint that will show you how you can more easily narrow down your search for relevant comparable recent sales and properties for sale to include in your appraisal.
Team Section
November 1, 2018 | 5 mins
A back-end view of ProposalPoint that will show you how you can add, remove and update users on ProposalPoint.
Agent Video Placeholder
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can add a video to your profile to appear in all of your proposals.
Default Commission Structure
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to choose a default commission structure.
Default Proposal Expiry
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to select a default proposal expiry time frame.
Enter Re-marketing Tracking Codes
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to insert tracking codes to your proposals so you can re-target ads at potential clients who have viewed your proposal using the Facebook, Google, Twitter and LinkedIn networks.
Testimonials and References Search
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can easily find the testimonials and references you want when creating a proposal.
Campaign Calendar
October 1, 2018 | 6 mins
A back-end view of ProposalPoint that will show you how to use the new campaign calendar feature.
Delete Option in Media Library
October 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to use the new feature that allows you to files in the media library.
No Method of Sale Recommendation
October 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to use the new feature that allows you to not make a recommendation for the method of sale in a proposal.
Simple and Montage Layout
October 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how choose the simple or montage layout for the photo gallery in a proposal.
Hide Photo Gallery
October 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to use the new feature that allows you to hide the photo gallery in a proposal.
General
Braden Walters speaks about his experiences using our technology
October 2, 2018 | 3 mins
Braden Walters from McGrath Ballina was one of the first Real Estate Agents in Australia to use the new ProposalPoint Digital Listing Presentation software designed and built by the Agentpoint team in Sydney. ProposalPoint is proving to be a phenomenal way to build more digital real estate sales proposals to send to potential clients that wins more business!
ProposalPoint Digital Sales Proposal Technology
August 30, 2018 | 1 mins
Build and send customised, personalised proposals with unique ID's to your potential customers, current customers and then track engagement. Now you can save time and win more business. Our online sales and quoting proposal software will provide your team with a real competitive edge.
New Features
ProposalPoint New Feature: Agentbox Integration
February 4, 2019 | 4 mins
We are pleased to present our new time saving integration for Agentbox users. Now you only need to enter your appraisal information once and it will be pulled out of Agentbox and into ProposalPoint. Have a look at it in action!
ProposalPoint New Feature: Session Replays and Heat Mapping
December 5, 2018 | 4 mins
An exciting new feature that allows you to see how potential clients interact with the proposals you send them. You will be able to see a recording of each time a proposal is viewed as well as heat maps to quickly see what is important to your potential clients.
ProposalPoint New Feature: Sold Properties Update
December 2, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can now easily find your most appropriate sold properties to display in your appraisals.
ProposalPoint New Feature: Add Packages in Marketing Schedule
December 2, 2018 | 8 mins
A back-end view of ProposalPoint that will show you our updated marketing schedule which allows you to offer packages for vendor paid advertising.
ProposalPoint New Feature: Our Track Record
December 2, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can add and update your teams stats for the new "Our Track Record" section.
ProposalPoint New Feature: Choose Which Content Blocks are Editable
December 2, 2018 | 3 mins
A back-end view of ProposalPoint that will show you how you can choose which content block are visible and editable when a proposal is being created.
ProposalPoint New Feature: Add Signature Image to Profile
December 2, 2018 | 1 mins
A back-end view of ProposalPoint that will show you how you can add a signature to your profile to appear in your proposals.
ProposalPoint New Feature: Edit Images in Content Blocks
December 2, 2018 | 3 mins
A back-end view of ProposalPoint that will show you how you can edit or change images in the default content blocks.
ProposalPoint New Feature: Default Testimonial Image
December 2, 2018 | 2 mins
A back-end view of ProposalPoint that will show you to set a default image for testimonials that do not have an image.
ProposalPoint New Feature: CoreLogic RP Data Integration
December 2, 2018 | 1 mins
A back-end view of ProposalPoint that will show you how you can add add your CoreLogic/RP Data account as the data source.
New Feature: Pricefinder Search Update
November 1, 2018 | 3 mins
A back-end view of ProposalPoint that will show you how you can more easily narrow down your search for relevant comparable recent sales and properties for sale to include in your appraisal.
New Feature: Team Section
November 1, 2018 | 5 mins
A back-end view of ProposalPoint that will show you how you can add, remove and update users on ProposalPoint.
New Feature: Agent Video Placeholder
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can add a video to your profile to appear in all of your proposals.
New Feature: Default Commission Structure
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to choose a default commission structure.
New Feature: Default Proposal Expiry
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to select a default proposal expiry time frame.
New Feature: Enter Re-marketing Tracking Codes
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to insert tracking codes to your proposals so you can re-target ads at potential clients who have viewed your proposal using the Facebook, Google, Twitter and LinkedIn networks.
New Feature: Testimonials and References Search
November 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how you can easily find the testimonials and references you want when creating a proposal.
New Feature: Campaign Calendar
October 1, 2018 | 6 mins
A back-end view of ProposalPoint that will show you how to use the new campaign calendar feature.
New Feature: Delete Option in Media Library
October 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to use the new feature that allows you to files in the media library.
New Feature: No Method of Sale Recommendation
October 1, 2018 | 2 mins
A back-end view of ProposalPoint that will show you how to use the new feature that allows you to not make a recommendation for the method of sale in a proposal.
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