This looks good but I'd be really interesting in understanding whether you offer additional functionality like clients being able to select additional packages, add number of items and so on. A particular example of this might be web design. There would be one package cost for the website, then add ons for maintenance and social media management which the client can select. And I'd like the client to be able to select whether they pay hosting quarterly or annually. Is this possible with your system?
Hi team, Nice & Informational. It could be better if a client before accepting the proposal, he must have option to comment on specific matter on a page, so that there could be option for coming up with modified proposal as per the client's requirements. Is there such option in the suite? Thanks for all the efforts in bringing such a good platform.
Hi there, if you are on Thrive or Pinnacle, you should see Proposals under the Billing menu. If not, please check in Custom Menus to be sure you don't have it hidden for your role/user. Solved?
Hi Frantonia, we are in active development on the SuiteShare Template Library, which will let you load the Templates provided by our Team, but also will allow you (and other SuiteDash users) to save Templates in a way that 'shares' them with the Community. We're excited to watch as our customers support the Community by sharing their ideas to help each other!
How does this type of proposal works for recurring services? It requires a value but what if this is a project we don't have an end date for (ongoing SEO, email marketing etc.)
can we embed estimates into the proposal?
This looks good but I'd be really interesting in understanding whether you offer additional functionality like clients being able to select additional packages, add number of items and so on. A particular example of this might be web design. There would be one package cost for the website, then add ons for maintenance and social media management which the client can select. And I'd like the client to be able to select whether they pay hosting quarterly or annually. Is this possible with your system?
Really nice training for this product! I'm looking forward to implementing this tool in my business now.
Glad you like it!
Really wish youd have gone through the adding content step instead of skipping over it. Thats the part I came for,
Hi team,
Nice & Informational.
It could be better if a client before accepting the proposal, he must have option to comment on specific matter on a page, so that there could be option for coming up with modified proposal as per the client's requirements.
Is there such option in the suite?
Thanks for all the efforts in bringing such a good platform.
I do not have the proposal menu in my Suitedash. Is it a different version?
Hi there, if you are on Thrive or Pinnacle, you should see Proposals under the Billing menu. If not, please check in Custom Menus to be sure you don't have it hidden for your role/user. Solved?
Can you embed a Video into your Proposal & also to the Thank you Page?
How do you make the image full width in the proposal? When I add images they are always with a set width.
Thank you for such an AWESOME training. Is this available as a template for your account users?
Hi Frantonia, we are in active development on the SuiteShare Template Library, which will let you load the Templates provided by our Team, but also will allow you (and other SuiteDash users) to save Templates in a way that 'shares' them with the Community. We're excited to watch as our customers support the Community by sharing their ideas to help each other!
How does this type of proposal works for recurring services? It requires a value but what if this is a project we don't have an end date for (ongoing SEO, email marketing etc.)