A video and step-by-step guidance
Summary:
To create and send a proposal to a lead or client in Pixifi, start by setting up a proposal template. Populate this template with relevant details such as contracts, packages, add-ons, and payment terms. Once the template is ready, apply it to a specific lead or client, customize if necessary, and then send it via email or SMS.
Step-by-Step Guidance:
Create a Proposal Template
1. Navigate to Templates:
- Go to the "Templates" section.
- Select "Proposals".
2. Create or Select a Template:
- To add a new template, click on "Add New Template".
- If using an existing template, select it from the list to view and edit.
3. Edit the Proposal Template:
- Use the "Edit" access point to modify the template with detailed options.
- A proposal includes a contract, booking page, package selections, add-ons, and an invoice based on payment terms.
4. Include Contract Details:
- Add a contract by selecting a template.
- Use variables (e.g., contact names, event date, brand name) to personalize the contract.
5. Assign Staff and Workflow:
- Assign staff to the proposal.
- Optionally, assign a workflow (e.g., Wedding Workflow 2023) to automate tasks.
6. Set Package and Add-ons:
- Define packages and add-ons that clients can choose from.
7. Adjust Visibility and Mechanics:
- On the left column, set visibility options such as required fields and expiration periods.
- On the right column, configure layout, tax percentage, and section descriptions.
8. Save the Template:
- Ensure all settings are correct and save the template.
Send the Proposal to a Lead or Client
1. Select the Lead or Client:
- Go to the lead or client profile (e.g., Tony Cooper).
2. Create a New Proposal:
- Navigate to the "Proposals" section in their profile.
- Click on "Create New Proposal" and select the appropriate template (e.g., Wedding Photography).
3. Customize the Proposal:
- Make any necessary edits to the proposal to fit the specific needs of the lead or client.
- Ensure all packages, add-ons, and terms are correctly set.
4. Publish and Send the Proposal:
- Once the proposal is ready, select "Publish and View" to review it.
- Click "Publish and Send".
5. Choose the Sending Method:
- You can send the proposal via email or SMS.
- Ensure the message includes the proposal URL variable (`_proposal_url_secure`) for the lead or client to access and sign the proposal.
6. Send the Email or SMS:
- For email, select an email template, modify the subject if needed, and ensure the URL variable is included.
- For SMS, copy and paste the URL variable into the message.
3Follow Up
1. Monitor Proposal Status:
- Check the proposal status to see if it has been viewed, accepted, or if further action is required.
2. Reach Out if Necessary:
- If the client has not responded, follow up with them to ensure they received and understood the proposal.
If you have any questions or need further assistance, feel free to reach out to Pixifi support.