Establishing E Proposal Settings

  • What is the E-Proposal?

  • Where can I set this up?

  • Prerequisite to using E-Proposal: SMTP or Batch Email (separate articles)

  • How to update your company settings (separate article)

  • What happens when a client accepts your E-Proposal

  • Widget for E-Proposal (separate article)

Establishing E Proposal Settings

  • What is the E-Proposal? It's a digital proposal that you can send to clients that allows them to view the estimate and approve the work. You can even display plant inventory or give them the ability to decline the work. A notification is sent to you if they accept or decline and Arborgold keeps a signed copy as a PDF stored in the job.

  • Watch this! After sending a proposal by email, you will have a new tab displaying the E-Proposal that your client received. When your client accepts it, it will turn the job into Work Order status.

  • Where can I set this up?

Head to settings > E-Proposal and go through the checklist below:

  • E-Proposal Settings Overview

    • E-Proposal On/Off - If this is turned off the customer will not have the ability to take action on the E-Proposal. (How to turn off the E-Proposal)

    • Plant Inventory - If this is turned off then the Plant Inventory tab will not be shown on the E-Proposal, regardless of whether or not Plant Inventory is associated with the Job site or Services on the Job.

    • Ability to Decline - This provides the client the option to decline all work offered and will switch the job from Proposal status to "Declined" Status

    • Ability to Request Changes - This will allow the client to type the changes they want and will email the salesperson listed on the job to send a revision. It also appears with the status "Changes requested" on the E Proposal Dashboard Widget.

    • Confirmation Emails - Emails entered will be CC'd whenever the customer takes action on the Proposal (i.e. accepting, declining, or requesting changes to the Proposal). The emails entered will also be CC'd if a Proposal is accepted via Mobile Estimator or Customer Portal. Note: The Salesperson associated with the Job and Customer will receive a notification whenever action is taken on the Proposal.

    • From Email Preference Type - This will determine the From Address of the notification emails sent to the customer and salesperson when that customer takes action on an e-proposal. You can choose to set a single default email (Default), or to have these notifications automatically be sent from salesperson associated with the Job (Salesperson).

    • Default Email From - This option will set a single default From Address for all e-proposal notification emails. Whenever a customer takes action on an email proposal, the customer and salesperson will receive a notification (i.e. “Proposal accepted for Job“) sent from the address set here.

  • Prerequisite to using E-Proposal: SMTP or Batch Email (separate articles)

  • How to update your company settings (separate article)

  • What happens when a client accepts your E-Proposal

  • Widget for E-Proposal (separate article)

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