Features of Proposal Management & Customization:
Create pages from existing content you have by copying and pasting into your content section
Edit the sort order of your proposal pages
Preview your proposal without creating a new estimate
Configure the exact specifications that your sales reps see when generating an estimate
How Proposal Management & Customization works:
On your HOVER web app, select your email address in the upper right-hand corner of your home page.
Select Manage workflows from the dropdown menu
On the Manage Workflows page, if you want to prevent your sales reps from creating a HOVER proposal, you can deselect the checkbox beside Active for Organization. Deselecting the checkbox will hide the Get Proposal option in Estimation.
On the left side of the Manage workflows page, select Proposal to kick-off the Proposal Management & Customization workflow. If you are new and would like to watch a demo video first, you can click the Watch how it works link, located in the top righthand corner of the page:
If you already have an existing proposal created, you’ll see it pre-populated on this page, but you can still add new sections and/or move sections to different pages on the overall proposal.
If you are a new Transform org, you will only see the Scope of Work page here, which is the line item breakdown proposal page we generate dynamically, per job.
From the Scope of Work page, you can do two things:
1) Edit the settings of the proposal page itself (ie, change the name, define if the branding/header name shows up, etc).
2) Define what the Get Proposal modal should look like for your sales reps in two ways:
a. Define the default values of the toggle
b. Define which toggles to show/hide
There is also a Disclaimer Note section on the Scope of Work page where you can add additional text to be displayed near the customer signature.
You can start creating your custom proposal by selecting the Add Section button back on the Manage workflows page. Be aware that the "Applies to" setting allows an org admin to associate a section with a trade, which means that section will only show up in the proposal if the estimate has a template of that trade type in it.
For example, an org that uses Transform for roofing and siding and who sells GAF and James Hardie, could create GAF content for Roof and James Hardie content for Siding and those pages would correctly show up in the generated proposals based on the estimate.
By selecting Show Branding on Header, you can control whether your company logo is populated in the top right corner of the page.
By selecting Show Section Title, you can control whether the section title is displayed at the top of the page.
Once you’ve completed your proposal updates, click Save to finalize your edits. Your new proposal workflow is now live. If you’d like to preview your new proposal, click on Preview in the upper right-hand corner of your screen to view your proposal from your customers point of view.