Sales & Success Center New Proposal Tool Feedback
Hey Everyone, Vendasta is getting close to releasing our new tool for building sales proposals in the platform and sending them to your customers to get faster closes. We’re calling it ‘Proposal Builder,’ and a key feature of this tool will be the availability of ‘Proposal Templates’ for you and your team to get started quickly building proposals. We want to get your feedback on which templates you would like to see be a part of Proposal Builder at launch. We have attached a few templates to this post and would love your feedback on them too!
These are great but need to be customizable in all. Some of us have our own programs that include many products and some of us only offer tools.
There also needs to be an area for legal down at the button. There also needs to be an area where the pics from the products can be brought in.
ok, so perhaps my comments will be redundant but here goes:
1. onboarding strategies that outline processes - template
2. legal disclosures/disclaimers section
3. signature page (docusign, pdf signature)
4. editing tools for customization of color, font, content
5. Variable Data << name >> merge codes so that we are not re-typing contact information and making mistakes...
6. Payment Page
7. Booking Link