Can I eSign West Virginia Architectural Proposal Template

Sign service proposal template

hey what I'm doing is just sending proposals and I want to go over how I'm doing it I'm using a system Salesforce database so sports database and for instance let's see here so I have a project these are opportunities in which I have a number and I also have a square footage or an amount already I have a amount it's when it's easier for me to create alright so I'm here at the opportunity what I'm gonna do here is copy my opportunity name I'm gonna pick up so I'm creating a proposal I'm going to type in back - and when they get the proposal dice already created for this what I will call a partner okay so now I'm my template I don't have a template I already have the company name here my job may when I face that this is pretty manual but it's almost ring line so I'm gonna face that I save my document save it has not make of $10,000 so there's gonna be some copies mostly copying and pasting we see them typing oh so I hate that's I gonna copy my account name got to paste that here so we give these templates out on our website construction cleaning partners and with a also paste the name here so I paste the name twice you can remove this section II actually in so can remove it my address Street scroll back up paste copy the city faced and I think I'm in Texas on the master I'm in mass not gonna copy mass actually I'm not because I contact us two letters I'm gonna go ahead and grab a content so I'm cm in mass my project managers who I'm going to paste into this name and I kind of tried to I can kind of type his name I'm calling Rob Purdy when I grab the phone number so I can type that's easy Robbie u rdy nose caps but I didn't mean to I'm gonna leave it I'm gonna copy the email that's it my collision center line address customer my new context here your contact and they will always remain here in final cleaning scheduler in our mouth oops ten thousand ten dozen on the bottom here I have a few references also they could see I can save go into my opportunity then I can take my file I just created I'm gonna put it into my Salesforce database we have this file saber for each opportunity and it's called Cirrus files now I'm gonna copy Rob but I want to send us not just Ronson to superintendent also because whether Rob doesn't open the email or he deletes it by accident so I'm sending it to two contacts to get a backup contact I have a template called quoting I'm going to to copy or put my superintendent as a two and I'm gonna copy my cleaning partner where you don't want me to copy yourself whoops - got to get our file this is wine proposals taking like six minutes already I'm getting time this oh crap what's our job name her Bri the collision center I had to remember that this is like you know streamline manual but still it takes seven minutes I'm only taking the time to submit proposals over $10,000.00 stuff so there's still a lot of these guys ten thousand and I can send now so now I'm sending my quote through my database but I you know but one thing I have to do manual when it's manual like this I have to know when I submitted a quote so I want to change a day yesterday and I can finally say I'll do one more the graphic and copy the opportunity name first my amount is now 34,000 copy opportunity say that's new name 3434 out there I go typing to make an ear I'm gonna come back here copy my account name I'm gonna use that twice customer customer now I only have a city that's okay take off this I already have my amount let's go down to my context I really want to put in all these contacts on the on it on a good automated proposal I wanna I'm going to put all my contacts or lady here in my proposal for this manual process I'm just going to put our primary contact and we're going to send the email to two people and those Steve last name let's copy the phone and the email and the graphic seems to be a general building to store residential it's not it's not a general avidians residential building I don't want to use this temp this saw these words here because these words are not talking about residential apartment living so I'm gonna go to URL both construction clean partners and go to proposals and I'm going to download they you can maybe have this already on your computer the apartment templates I'm just gonna take the words out of here and paste it inside my graphic so I kind of want I do want to tailor my my phases I do want to tailor my scope to the actual job because we had not walked the jobsite yet so we don't know the scope but if we can use a different project type a project type scope a general for each project type that's much better so now I met the graphic I can save I can go back to the graphic and I'm gonna put it back in my opportunity but necessary for everyone Steve I'm gonna send to my superintendent so I'm gonna help him up I send an email one select the templates it's just sending two templates quoting send to file our job name was what the graphic I'm gonna have to go to the graphic I didn't get it for some reason there are those see it here that's a file I'm gonna press done when I go ahead and send the email to Paulo so just in case Steve doesn't read the email and I'm gonna comp and that's it uh-huh and I can send and again I want to know when I sent this quote so I'm going to enter in a date these are just templates now you can save these templates and your and your a computer you'll have the it'll be easy to change the scope or different project types okay now never system you're gonna use could be manual just right the day that you quoted the project we can see and we talked to this guy today okay thanks for listening