Proposals
Workflow
- Fill in Proposal details
- Send mail for Functional and Legal review
- Send Proposal to (prospective) Client
- Receive feedback from client
- Create new Client from within Proposal
- Automatically send reminder on 5, 14 and 30 days
- Automatically cancel proposal after 30 days of no feedback
Steps in Boost
Proposal Form
The Proposal form consists of the following Modules:
General
- Client reference - this field gets filled when you create a new Proposal from the Client form
- Project name
- Reference number
- Date
- Company name (if it is a new company)
- Contact person
- Email address of contact
- Phone
- Address
- Author
- Author email
- Proposal
Pricing
- Description
- Set-up fee (once off)
- Recurring Fee (monthly recurring fee)
- Annual fee (yearly recurring fee)
Documents
- Terms and Conditions
- Data processing statement
- Products and Services
- Security document
- Additional documents
Admin
- Status
- Notes
- Date sent
- Date accepted
- Delivery date
- All fee fields
Template
Create a template containing all the relevant information from the filled in Proposal
Email templates
- Functional review
- Proposal email to be sent to client
- 5 day - confirmation of receipt
- 14 day reminder
- 30 day cancellation notice
Filters and Workflow
- New
- Under review
- Sent
- Feedback received - When a client replies on the proposal the status is automatically updated to Feedback received
- Accepted
- Delivered
- 5 day - confirmation of receipt - a client automatically receives an email 5 days after the proposal is sent and has not been approved.
- 14 day reminder - a client automatically receives an email 14 days if the proposal has not been approved.
- 30 day cancellation notice - if not approved the client automatically receives an email 30 days stating that the proposal has been cancelled.
Transformations
- Create new proposal from client - This transformation copies the relevant fields from the Client form to create a new Proposal
- Create new client from proposal - This tranformation copies the Company information to create a new client when the company requesting the proposal was not an existing client.