How to Create a Big Proposal
Here is what we call the "Big Proposal". It is NOT meant for just big jobs. We recommend using it for ANY size job. At its very core, the Big Proposal allows you to tell a better story about your services and your company. It's an attractive multi-page proposal that your prospect and customer can read just like a book with various navigation links and pages they can click on. Then they click "Accept" and you'll get an email automatically letting you know they accepted and you can contact 'em and close the deal. Think your competitors are presenting quality estimates and proposals to their prospects and customers? Probably not.
So let's talk about creating a Big Proposal. Hover over the "Prospects" tab and click "Big Proposal". Or you can visit the Big Proposal screen directly. Click the "Create a New Big Proposal" button:
We have 5 different online formats, 5 different pdf formats, and 10 different colors to choose from along with custom color options.
If you want to get an idea what a Big Proposal looks like before you even create one, click on any of the format links (Format 1, Format 2, Format 3, Format 4, or Format 5) to open a window for that respective format. (We recommend format 5).
Ok...so next, I wanted to add that you can create an unlimited number of Big Proposals. Maybe you want to create one for residential prospects/customers and a different one for commercial prospects/customers. Or maybe you want to create one for prospects/customers expressing interest in window cleaning and another one for prospects/customers expressing interest in pressure cleaning. So you can upload before/after window cleaning photos for the window cleaning Big Proposal and for the pressure cleaning Big Proposal you can upload before/after photos of some pressure cleaning jobs.
An important note to make is that some users have mentioned that the Big Proposal would be great for their commercial prospects/customers since they see the W9, License, and other pages that might lean more towards commercial. However, the Big Proposal should also be sent to your residential prospects/customers. It would just be created with less pages like no w9 page, no license page, etc. Check/uncheck whatever pages apply.
So...to continue on, let's put in a title. We'll just call it "Big Proposal" and we want to create it for prospects and customers.
Then go down the page and open pages and upload whatever applies. So if you want to upload your insurance certificate, open up the Insurance page, click "Upload", and upload a pdf doc of your insurance COI.
You can upload a license, insurance, W9 form, and an agreement. And you can include testimonials, additional services, and before/after photos.
You can also rename any page. For example, maybe instead of "License" as a page name, you want it to say "County License". You can do that:
So any page name can be changed.
For the introduction and closing pages, we do have sample text already in these areas but feel free to edit it to better suit your business.
Other options available:
- Select Expiration Date
- Convert Proposal to Job automatically when accepted
- Include Credit Card after the proposal is accepted so a deposit can be made!
- Insert a Slogan
- Choose to Display or Not Display Accept/Decline Buttons.
- And more!!
When you're done, you can click "Preview" or you can click "Update" and "Preview".
It's not necessary to update prior to previewing though. So after clicking "Preview" we can review how everything looks:
And that's it! Create as many Big Proposals as you want to.
So now you're probably saying "Ok....this is great but now what do I do? How do I actually send it?" Great question! Just head on over to Sending a Big Proposal!