3.4.1.1 Send a Proposal

Creating proposals is essential for agencies to attract and win new clients by presenting their services and offerings in a professional and persuasive manner. This feature streamlines the proposal creation process, ensuring consistency, accuracy, and efficiency in generating proposals that align with the agency's branding and messaging.

Pre-condition to Use the Feature:

• Users must have an active account on AgencyHandy and be logged in.

• At least 1 service must be published.

• Users must be Super Admin/ Admin/ PM to create and manage proposals.

Steps to Use:

• Log in to AgencyHandy: Access your AgencyHandy account using your credentials.

• Navigate to Proposals: Locate the "Proposals" section in the dashboard menu.

• Initiate a New Proposal: Click the option to create a new proposal. A form will pop up.

• Customize Proposal Details: Fill in the details of the proposal, including client information, services offered, pricing, terms, and any other relevant information.

  Here's an outline of how the form operates.

  • Client Information: Initially, input the client's name to personalize the quotation, ensuring it's directed appropriately.

    • Service Identification: The service name is entered next, to clarify the scope of services offered to the client.

      • Project Manager Assignment: A clear point of contact is established for the client by entering the project manager's name. This is optional.

      • Order Detailing:

        • Order Brief: Concisely summarize the order, explaining the project.

        • Attachment: Attach any necessary files or documents for additional information or specifications.

        • Quantity: Specify the quantity of products or services offered.

        • Budget: Provide a budget estimate to set financial expectations.

        • Duration: State the project duration to set clear timeline expectations.

• Preview Proposal: Review the completed proposal to ensure accuracy.

• Edit and Finalize: Make any necessary edits or revisions to the proposal and finalize the document.

• Send Proposal: Once the proposal is finalized, Click the Create button. The proposal will be sent to the client.

• Track Proposal Status: Monitor the status of the proposal, including whether it has been viewed, accepted, or declined by the client.