Sending a Proposal with Specific Package

The "Sending a Proposal" feature allows clients and agencies to create and send detailed proposals to each other. This process ensures both parties can communicate a service or project's terms, pricing, and specifics before proceeding.

Benefits

• Structured Communication: Clearly outline the details and terms of the proposal, minimizing misunderstandings.

• Customizable Options: Include various service packages and pricing structures to tailor the proposal to specific needs.

• Documentation: Attach files and provide comprehensive details to support the proposal.

Pre-conditions

• Active Account: Users must have an active account on AgencyHandy.

• Login Required: Users must be logged in to their AgencyHandy account.

Steps to Use

1. Access Proposal Creation

   • Log in to your AgencyHandy account.

   • Navigate to the "Proposal" section.

   
2. Create a New Proposal

   • Click the "+ Create Proposal" button. A form will pop up.

3. Fill Out the Proposal Form

   • Client's Name: Enter the name of the client.

   • Service Name: Select the service for which the proposal is created (mandatory).

     • If the service has package options, they will be displayed. Choose a package for the client or agency as applicable.

   • Manager (Optional): Select a manager to be associated with the proposal if desired.

   

   • Order Details: Provide specific details about the order.

   • Order Brief (Mandatory): Write a brief description of the order.

   • Attachment: Upload relevant files by clicking to upload or dragging and dropping them (the max file size is 1 GB).

   

   • Pricing: The pricing fields will auto-fill according to the selected service, with one-time or subscription-based pricing options.

   • Duration: Specify the duration of the service (e.g., day, week, month, year).

   • Quantity: Enter the number of services being proposed.

   • Budget & Currency: Provide your preferred budget for negotiation and select the currency.

   • Terms and Conditions: Include any terms and conditions relevant to the proposal.

   
4. Create and Send Proposal

   • Click the "Create" button to finalize and send the proposal.

   

   • The proposal will be created and sent to the client or agency.

   

   • Access the sent proposal from the "Received" section within the Proposal tab.

   

   • You can accept/ reject/download from here.

   

   • If you accept, click the Accept and Download buttons to download it for further action.

   

Important Notes

• Service Packages: Select the appropriate package for accurate pricing and details if the service includes multiple packages.

• Attachments: Ensure the attachments are relevant within the 1 GB file size limit.

• Pricing and Duration: Double-check that the auto-filled pricing and duration details are correct before finalizing the proposal.

• Budget & Currency: Specify the budget and currency to facilitate smooth negotiations.

• Terms and Conditions: Include all necessary terms and conditions to avoid future disputes.

• Clients can only accept/reject proposals.