Signature CRM Implementation Proposal Template Made Easy

Signature crm implementation proposal template

all right when that big moment comes that your prospect goes to agree to the proposal here's what they see we've got a section where you can enter your name your email address and then sign in the box and I'll hit accept [Music] [Applause] what's up everybody its Dave here from profitable tools and today I am looking at quoters this is a new proposal tool designed to help you make the proposal creation process quick and easy but how does it hold up well let's find out I've got a fresh account setup right here there are no proposals created so let's go ahead and make our own now before doing this I will point out we need to get a few things in place first of all I'm gonna go down to settings and then over to proposals now obviously in under information I'll probably want to fill out all of the relevant information about my business but under proposals there is something important you'll want to do more than likely which is a turn on proposal signatures now in order to do this you're gonna have to type in the person's name who's going to be signing the proposals on behalf of your company as well as upload a picture of their actual signature and I've just grabbed a stock image off of the internet so don't think you've actually got my signature here and then you check this little box which enables your customers to actually assign the proposals that seems a little bit weird to me but that's how it works all right now one other thing I've done ahead of time is I've added a contact in here you can manage all of your contacts inside of quarters and it does work with zapier so you can integrate with your CRM or something like that but for now here we go I've got one contact set up as kind of a template to get us going and go back to the dashboard and hit create new proposal I'm taking to you a screen that has several templates all over the place here in terms of niche we've got interior design dental clinics event planning total office renovation really just anything you can think of well not anything there's about 20 different templates so let's go ahead and choose one I'm gonna start with this digital marketing consulting and template I need to give it a name I'm gonna call it make money online and I will assign it to you a contact now if you had not created a contact you can do that right from this screen but I did it a little bit earlier to save time let's go alright Wow the template has loaded and it's got a video background know a few things that are unusual about this first of all I've never sent out a proposal that has a video background the second thing that's a little weird is that the content itself looks like maybe a small child typing on a keyboard so I would definitely want to swap that out before I sent it to you anybody who's you know professional now another thing that jumps out at me right away is the capitalization this heading well first of all it's not the right heading you'd think that they'd pull in the title of the proposal which is make money online but it looks like they just have kind of some stock copy right here which I can show you how to replace obviously but also the title is not capitalized properly we've only got the first little letter capitalized and everything below it is centered whereas this is left aligned so changing that should be easy enough I can just select the text the little editor pops open here and then I can Center align it it's just a little fit and finished thing that kind of jumps out at me as always is this how the applications gonna be now you might be noticing all of these little curly brackets with some commands in the inside things like business name contact business name this is actually a really nice thing these are personalization tags so what it means is that you can get the perfect looking template and then reuse it on multiple clients based on the information you fill in under your contacts profile so for example if I look at this on the front end we're gonna see those brackets go away and it's gonna pull in the default business information that I created so Johnny's lawn care and then client amp is my business this really does speed up the proposal creation process I highly recommend utilizing these personalization takes in the creation of your own proposals and all of the other proposal software out there already does this right back to the editor let me show you how you can add your own personalization tags anywhere that you can type if you double click you'll get the editor to show up and then they have what they call placeholders these are the personalizations I was talking about I can click on that once and I get a list of all of the personalization that's available to me I can simply click on one of these icons right here and then it will copy to my clipboard and if I want to use it I just press command or control V and it's inserted into my proposal on the front end it will fill in with the contacts information all right let's see what's included in their template I happen to send out quite a few proposals so I'm pretty familiar with this process so we've got an introduction now ooh whoa right away kind of another fit and finish thing they've spelled introduction wrong if I were to get a proposal that spelled introduction wrong I would probably just throw away that proposal so definitely a big red flag right there you'll want to go ahead and do some spell checking do not rely on their templates however let's look past that and continue on we have introduction briefing and goals what we'll do is the next section here now I'm noticing maybe just some design things in that these sections are awful big to me I would definitely want to tighten those up we'll look at how to do that in a second a nice little table in here implementation schedule another capitalisation thing on the heading I'm going to point out this website quickly this is called capitalize my title it's totally free and you know how sometimes when you're writing a headline for something you're unsure of which words should be capitalized and which words should not well this will do it for you it's just a quick and dirty simple tool here so if I were to copy digital marketing consulting and paste it into this tool over here it will automatically capitalize the right words I simply click the little button and then I can go back into my documents and replace it so definitely check that out it's a quick little pro tip now I just gotta replace that s there we go that already looks much better all right your investment another little video animation type of thing going here on the background really huge section I'm not a big fan of how this looks just waste a lot of space we got a pricing table down here you can see that this looks a little bit different than the standard table which you see above and that's because it actually is a different section if you go to any of the sections you'll see this red plus button where you can insert a new section here I can see that you have the option to create what I'd call like a standard section which has just text images or videos and then you can also do this pricing table section which is a little bit different because this is where you actually list out your services anytime you're working on a section and you think you've really nailed it and you want to save it to use again and other proposals simply click on this pencil over here on the left hand side save that section and then when you create a new section it will show up here under save sections alright let's continue browsing through the template here got the pricing section that looks fairly good our team once again they didn't capitalize team I also find it a little odd that this is left-aligned whereas everybody in the team is center-aligned let's get everybody together here oh so much better right I feel like I'm spell checking them but here we have chief strategy officer where strategy and officer are lower case but yet the marketing manager as well as the project manager both have capitalizations in their titles so just more red flags at the copy here at least is not to be trusted we've got some terms and conditions as we go down and a thank you with business name all right so these are all good sections this is everything at a bare minimum that I would include in a proposal but it's a good time to mention if you're wondering about what you should include in your proposals I highly recommend checking out the agency overdrive training from Isaac Reed and ski I'll show you the sales page for right here they do have a deal running right now it's 70% off for the lifetime of your subscription it's a monthly recurring fee but it's the best proposal training that I could possibly recommend Isaac gives I think about a 40 minute lecture on how he creates proposals when he sends them out and he even gives you an actual template of the proposals that he's sending to his clients and he'll he deals with some very very large clients people like AMC Nike Forbes you know like really really big companies so back to our originally scheduled programming let's go ahead and look a little bit closer at the editor here so I'm gonna go down to this section right here you can see it functions very much like a word processor you can edit right inline I can add a line break here maybe I want to insert an image I can do that by clicking on the image button it does have an integration with unsplash you can just grab an image and drop it right in or you can upload your own as well alright I've added this image to my proposal I can resize it now it will automatically Center align all images there's not any way to align images I hope they add that feature soon you can add a link to your image but I'd caution against that once your client gets to reading your proposal you don't want them easily distracted and sent off to another page if I wanted to replace this background image I could definitely do so I'm gonna click in the upper left hand corner here and go down to background here I have the choice between just a solid color and image and it's gonna open up unsplash again or the video right here you can see they're just linking up to Amazon s3 so I'm gonna go ahead and delete this first so I don't have anything in the background and then let's add a new background here we'll choose an image and how about this car over here let's add that in now I would like a couple features here on the background image selection one I like the ability to add an overlay which I don't see any way to do that right now so what I mean by that is I mean ice if I could darken this background maybe put like a slightly black hue over it that's a little bit transparent so that it's easier to read the text you can see that the white is kind of blending in with the white car here the other option I'd like to have is the ability to move around inside of the image if I wanted to maybe zoom in on a particular part of the image or just crop it inside of the app there's really no built in tools to do that I'll give you an example let's say I wanted to make this section a little bit smaller in fact I do I think this is too large for an introduction section to a proposal I can turn off auto size which automatically shrinks it down a little bit but they've also stuffed in a bunch of paragraph breaks here which I can remove by hitting the Delete key now if I wanted to move this car up just a little bit to it maybe at the bottom of it inside of the proposal well there's really no way for me to do that let's take a look at the pricing table right here editing this is a little bit different it's not inline when I click on it it's gonna open up a pricing table editor and here I can go ahead and enter in my services now if you find yourself entering in the same items over and over again you can save one of the items as a rate to your template library and then easily add them the next time you create a new template for each item that you add you'll add a description the quantity the price a discount if you want to and whether the item is optional or not one of the more interesting features of quarters is this column right here that I skipped over called margin so when you're setting up your rates you can also enter in your costs now what this allows you to do when you're creating a proposal is very quickly see what your margins are now obviously this is hidden from your clients they won't see your margins but it tells you if you have a little bit of room to be able to offer a discount to your clients of course you could do that in the form of a percentage off or just adjusting the price however you see fit I'll show you more on rates and costs in just a second when you feel like your proposal is complete you can preview it on the front end to make sure everything is displaying properly then go over to this next icon where you get your sharing link now this will be customizable you can add your own cname record in the settings I'm not gonna go through that here but it's very simple to set up and you can even download it as a PDF for now let's go ahead and look at it in the preview mode alright I can see my proposal my prospect name is at the top they can also download the proposal as a PDF you'd be surprised how many people do that to share with their boss or whoever else is involved in the business and of course they can accept up here with the big green button we can scroll through and see how everything at renders it's pretty identical to what we saw inside of the editor although it would be interesting to know how things look in mobile responsive so let's go ahead and inspect this so here's what the proposal looks like on iphone 10 at least as emulated on Chrome you can see that the headings are ridiculously large and even more difficult to read than they were on desktop these bands that were quite big on desktop are downright ridiculous in this mobile emulation the rest of the text resizes fairly appropriately but I do notice that as I scroll up this header section here really jumps out and takes up a lot of the page hopefully on an actual phone this would be off to the side and it wouldn't take up quite so much as you scroll down it does hide mostly but it doesn't ever quite go away things like the your investment section that had that animated coin moving around look plain goofy it looks like you've completely screwed up all right when that big moment comes that your prospect goes to agree to the proposal here's what they see we've got a section where you can enter your name your email address and then sign in the box and I'll hit accept all right at this point emails are fired off your client will receive an email with a download link for the PDF so that they can hang on to it you'll also get an email notification to let you know your proposal has been accepted so before we wrap up this video on quoters let's go ahead and just look at a few more features inside of the library this is where we have rates and cost that I was telling you about in a pricing table so what you'd want to do is go in here and the rates add in all of these services that you typically provide and what sort of markup you have on them you can also add new costs right here you don't necessarily need to go into the dedicated cross screen to do this but you'll be able to add in the cost and then quickly manipulate those when you're creating your proposals to make sure that you're offering something that's both profitable for your business and a good offer for your prospect so that's gonna do it for quoters I think it's a fairly interesting app it does have a little ways to go in terms of getting the aesthetics to be of a professional level at least out of the gates in terms of those templates so I'd love to see them step it up a few notches there I think all of the features that they've got integrated are actually fairly compelling it does almost everything I'd like to see out of a proposal app I wish had some kind of email tracking so that when you sent out the proposal you could know when your client opens it receives it and actually views the proposal I think that's a nice thing to have so that you can maybe you know jump in and call them up and ask if they want to talk about it at that point it's really you know when people are excited about things it's good to capitalize on it so I would love to see a few more enhancements come to quarters but as it is it's a fairly nice entry into the proposal marketplace if you want to check out quarters for yourself you can click the link down below that'll be our referral link for this channel and if you really love this stuff make sure you get subscribed to the profitable tools YouTube channel click that notification belt we're posting new content about tools to help grow your business all the time and if you were really into it join our Facebook group we've got a great community of like-minded entrepreneurs trying to enhance our business make it as automated and profitable as possible definitely check it out over there I will again include the link in the description for that it's gonna do it for this video thanks for watching I hope you found it helpful if you have any questions feel free to leave me a comment below and I will see you in the next review [Music] you