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Automatic Proposal Generation

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chrisvwebmarketing-com-au
5 Points
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Posts: 4
Topic starter
Joined: 2 years ago

Would be great to have a feature in the platform to generate proposals to cutomers from packages and/or products. The proposal once accepted by the customer then becomes the contract.

81 Replies
RylanVendasta
108 Points
Badges:
Posts: 31
Joined: 2 years ago

Hi Chris! Music to my ears - we’re actually working on that this year. Would you be interested in joining our “Trusted Tester” program to give us early feedback on what we have so far? DM me!

chrisvwebmarketing-com-au
5 Points
Badges:
Posts: 4
Topic starter
Joined: 2 years ago

Hi Ryan, I am very pleased to see that vendasta is working on this feature. I beleive it would be of enormous help to sales workflows and add value to the platform. Please count me in for testing and feedback.
Take care.

rmasonbizbuzzdigital-com
93 Points
Badges:
Posts: 75
Joined: 2 years ago

Would love to be a trusted tester for this too

ty_gulick
9 Points
Badges:
Posts: 2
Joined: 1 year ago

Please count me in on testing too!

lauraknowwhenandhow-com
10 Points
Badges:
Posts: 4
Joined: 2 years ago

@RylanVendasta, That’s a request I’ve been pining for since day one and I’d be HAPPY to be in on the beta testing!

Adam Tomporowski
204 Points
Badges:
Posts: 151
Joined: 1 year ago

It’s great to see there’s some real interest in this and that you’d all like to be some of our trusted testers! We’ll make sure to reach to you all once we have something to show, can’t wait to get your feedback on it!

george-conthebrinkmediagroup-com
29 Points
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Posts: 11
Joined: 2 years ago

I would like to be a tester on this feature.

infokaizensigmaco-com
13 Points
Badges:
Posts: 5
Joined: 2 years ago

Count me in as another trusted tester, if there’s still room.

Nicholas Farnsworth
28 Points
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Posts: 24
Joined: 1 year ago

We would like to test this out please.

jbastian
133 Points
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Posts: 53
Joined: 2 years ago

Sounds great Nicholas!

We will let you know when we are ready to show you what we're working on Smiley

Joseph Brandvik
12 Points
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Posts: 4
Joined: 1 year ago

@rmorris Came to the forums to see if anybody had any solutions for this exact task. Would love to become part of the "trusted testers" if I'm still able!

joshgofurtheronline-com
15 Points
Badges:
Posts: 1
Joined: 2 years ago

Here are some good proposals that can be used in the mean time!
@jleibel will be showing us how to use these to cash in via live trainings & podcast soon

SmileySunglassesLoudspeaker

https://www.dropbox.com/t/rTMgeJ6h3fnyyXwk

Pray Tone1Money With Wings

Derek Fox
9 Points
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Posts: 7
Joined: 1 year ago

Id love to be a tester as well.

Teych9
79 Points
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Posts: 13
Joined: 2 years ago

HI Ryan, I would love to be a tester as well. This will be another game changer for my guys

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