Sending a Proposal

  1. Overview
  2. SuiteDash
  3. Proposals
  4. Sending a Proposal

Purpose:
This SOP outlines the steps for sending a proposal via the portal to ensure consistency and accuracy in the proposal process.

Step 1: Accessing the Proposal Feature

  1. Log in to the portal.
  2. Navigate to the Admin section and select Send Proposal from the menu.
    • You will be prompted to input the company name.
    • If no company name is available, toggle this option off.
  3. Input the required details:
    • First Name
    • Last Name
    • Primary Email Address
    • Select the proposal you wish to send.

Alternatively:

  • Click the + button to add a Company or Contact, or navigate to the CRM section to select an existing company or contact.
  • Use the + buttons within the CRM to add new entries quickly.

Step 2: Selecting the Contact and Role

  1. Select the contact you wish to send the proposal to.
  2. On the contact details page:
    • Assign the Role as “Prospect” if the recipient is not yet a client. This step is crucial for enabling proposal sending.
  3. Fill out the essential contact information:
    • First Name
    • Last Name
    • Primary Email Address

Note: Additional information about the contact or company can be added, but this step is optional.

Step 3: Linking the Contact to a Company

  • If you know the company associated with the contact, add the company to the portal first.
  • Link the contact directly to the company for seamless integration.

Step 4: Generating the Proposal

  1. Scroll down to the Proposal Generator section.
  2. Select the proposal template you wish to send.
  3. Click Save and List to finalize the proposal.
    • This action submits the proposal to the recipient.

Step 5: Viewing and Managing Proposals

  1. Navigate to the left-hand menu and go to Office > Proposals.
    • The first proposal in the list will be the one you just sent.
  2. To preview or view the proposal, select Preview or View.

Step 6: Resending the Proposal

  1. To resend the proposal via a manual link:
    • Select Copy Approve Link to generate a URL link for the proposal.
    • Provide this link to the recipient via email or other communication methods.
  2. To resend the proposal email:
    • Click Resend Proposal within the portal.

Step 7: Reviewing Sent Emails

  1. Access the Activity Stream section of the portal.
  2. Select Email to view the email sent to the recipient.
    • You can review the full email to confirm its contents and ensure the proposal link is included.

Step 8: Client Experience

  1. Once the recipient accesses the proposal link:
    • They will see the welcome screen, deliverables, and the offer details.
    • They can make selections within the proposal, with the total updating on the right side of the screen.
  2. After completing their selections, they will be prompted to sign and accept the proposal.

Step 9: Post-Acceptance Process

  1. After the recipient signs and accepts the proposal, they will see a Thank You Page.
    • This page welcomes them to Wellness180.
  2. Their acceptance is logged in the system for your records.

Note:

  • For any technical issues or questions during the process, contact the admin team for support.
  • Regularly monitor the Activity Stream to track proposal engagement and status.

By following this SOP, you ensure an efficient and professional proposal process for Wellness180.

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