Sending Your Proposal from PASconcept

Ensuring a positive Client experience when receiving your proposal is critical for it’s success. Sending a proposal can be done in one of three ways:

On the Proposal Wizard’s Preview Step simply click on the green send button 

From the Proposal List click on the More Actions button  and select the Send Proposal Email to Client.

On the Proposal Detail View click on the Blue Send to Client button on the top right hand corner of the screen 

All of these options will navigate you to the Send Proposal form detailed below.

Send Proposal Form

The send proposal form is split into two steps; Confirmation and Message.

Confirmation Step

This step defines and confirms the settings associated to the Proposal and also allows you to see some helpful information related to the client. The following are the settings available to be defined in this step:

Message Template – Here you can select the message template to be used for the email. You can find more information regarding Message Templates, HERE.

Reviewed By– Here you can adjust the Viewed By field related to the proposal.

Notification Type – By default this will be set to Email Only, however if your company has the SMS Add-on, you can also elect to send your proposal notification to your employee via SMS.

Automatic Retainer – If this field is set to YES, once the client accepts the Proposal, PASconcept will automatically direct them to the Retainer Invoice.

Share Attached Documents – If this Field is set to YES, the proposal will contain links to the shared documents uploaded in the Attachments area of the Proposal.

Expiration Date – This defines the date on which the Proposal will no longer be able to be accepted by the client.

Unaccounted Payments Warning – You may at times see warnings at the bottom of this step, this will only occur when there are unaccounted payments in your defined invoices. This occurs when the total dollar value of your invoices does not match the total dollar value of your Fees/Tasks.

Message Step

Once the above step is complete, you can click on the Next button . This will take you to the Message Step. Here you will find standard email fields such as To, CC, Subject, and Message Body.

The message body will be prepopulated by the Message Template selected in the previous step, however this can be changed using the Template option.

Once the body of the email is to your linking and the appropriate recipients are selected in the recipient fields, you can click the Send button .

If your email has been sent successfully, you will see a success banner like the one below.

However, if there has been an error you will be notified here. You can find more information on how to resolve email issues HERE.