One advantage to using Online Proposal Software like Proposable is the ability to edit or update an already delivered live proposal. This means that you can add to a proposal even though its in the hands of a customer. In some cases, your proposal process may consist of an introduction or pre-proposal which is more informational followed by pricing and potentially an agreement or contract.
In this diagram we show what most companies do when they wish to add additional content to their proposals after they are delivered:
With our Comments functionality, you can automatically resend the proposal to the client. This is a great way to not only keep the communication open, but also “nudge” your customer along. Your client will receive a notification via email advising them that you have commented and updated the proposal. Once they click on the link they will be able to review the updated proposal.
Updating the In Progress proposal is simple. Start by locating your proposal in the In Progress area of Proposable. NOTE: Using the search at the top right can be helpful. Click on the title of the proposal in question. This will bring you to the Analytics area of the proposal.
At the top right, click on the large View/Edit button. This will bring you to the Edit Mode of the In Progress proposal. Editing the proposal is exactly the same way when creating and delivering a proposal. Any changes made will be recorded in the Sections tab below the analytics:
If you have more questions about updating proposals, please feel free to reach out to us at firstname.lastname@example.org.