⭐️ Pipeline is a new Add-On Feature. Join our live demo here.
When creating and managing leads, you can upload a proposal for the client to view and approve.
The location, project details, and budget information can be copied from Monograph and pasted into your proposal document. To copy all of the information, click Copy all, or click on the individual copy icons to only copy the specific location, details, or budget.
💡 Follow this link to view the client's experience for accepting proposals.
Uploading and Sending the Proposal
To create a proposal within a lead, click Upload to open the proposal upload page, where you can upload your proposal PDF. After the proposal has been uploaded, if needed, select Replace to replace the uploaded document with another file. Alternatively, click Download PDF to download the proposal as a PDF.
After uploading the PDF of the proposal, select the Approver using the dropdown to determine who should receive the proposal. By default, the client's primary contact will be selected.
Use the Note to Client field to add a note (optional), which will be sent with the proposal via email. Finally, select a Due date, and the option to send a reminder email if the client hasn't accepted by the due date, before clicking Send.
Once the proposal is uploaded, Monograph will scan and compare it to the Budget that was built for the Lead. If any budget mismatches, new items, or missing items are detected, they will appear highlighted on the right side of the lead's proposal Budget page.
This is important because, when you win the lead and/or the proposal is approved, Monograph will generate a project using the lead's budget, so the planned budget and proposal should match.
Clicking View Proposal will open the PDF of the proposal to review, while Dismiss will remove the highlighted discrepancies.
Proposal Accepted
When a client accepts a proposal, you'll be notified via email and/or an in-app notification based on your notification settings.
Additionally, the lead card will automatically move to the Closed column in the Pipeline and will be marked as "Won". A billable project will then be generated using today's date as the start date.
If a budget is added to the lead, the project will be generated using that budget information. If there isn't a budget, but there is a proposal, then the proposal information will be used when generating the project. In either case, the project can be edited as needed after it has been generated.
Once a proposal has been accepted, a copy of the approved proposal PDF can be downloaded, which shows evidence of approval, such as the date and time it was accepted and the name and email address of the person who signed it.
To do this, simply navigate to the proposal and click on Download PDF.
💡 Learn more about managing your Pipeline in Monograph.