Table of contents
1. Introduction
Finalizing a proposal marks a significant step towards securing business, but the journey doesn't stop there. Cone offers comprehensive functionalities for managing signed proposals, ensuring you can smoothly transition from agreement to execution
2. Proposal details
Once a proposal is signed, Cone enables you to access and review all related details directly from the platform, ensuring you have the complete context and agreement specifics at your fingertips
Navigating to the signed proposal will present you with a detailed breakdown of essential information, carefully categorized to enhance user experience and accessibility
2.a Overview section
The Overview section provides a comprehensive look at the proposal's current standing and vital contract details
2.a.i Status
Quickly identify the proposal’s current status, whether Won, Ended
2.a.ii Proposal info
Contract info: Essential contract details, including start and end dates, total contract value, and specific terms and conditions agreed upon
Internal contact info: Key contact details of team member within your organization who are responsible for or involved in the proposal
Views and Signatures: Insight into how often the proposal has been viewed by the client
2.a.iii Signatures
Status of signatures, including the client contact who signed the proposal and the date and time it was signed on
2.b Services section
You can get the specifics of whats services are being offered under the proposal through the Services section. You can click on each service to get detailed informaion on what service information was included in the proposal
You can view the details of the service by clicking on it
2.b.i Active services
You can view a list of all services currently active under the proposal. This includes detailed descriptions, agreed-upon pricing, billing type, and duration of each service, ensuring a clear understanding of ongoing engagements
2.b.ii Expired services
You can access information on services that have previously concluded or expired as per the proposal terms. Expired services provide insights into past engagements, useful for review or future proposal planning
3. Actions
For a won proposal, a user can take several actions to further manage the proposal and associated services. Whether it’s leveraging the proposal to create new templates or adjusting service specifics for billing, these functionalities are designed to streamline post-win processes
3.a Proposal
3.a.i Duplicate
You can create a copy of the won proposal for use in similar future engagements, saving time and effort in proposal creation
3.a.ii Preview
You can view the proposal as it appears to the client, ensuring all information is accurate and presented as intended
3.a.iii Mark as ended
You can conclude a won proposal’s lifecycle when the project or service delivery is complete
3.a.iv Create template
You can transform the won proposal into a customizable template, streamlining the process for future proposals with similar scopes or requirements
3.b Services
On a won proposal, Cone allows for the adaptation of service details to reflect evolving project needs or agreements accurately
3.b.i Modifying services
A user can modify ongoing service parameters, including price, name, description, tax, and invoice accounting code, to ensure they align with current agreements and project scopes
Note: Changes to service details will be taken into account for invoicing from the next billing cycle. This delay ensures that any amendments do not disrupt the current billing period, providing clarity and consistency in financial management
3.b.ii Enable auto invoicing
You can automate the creation of invoices for the service going ahead, ensuring clients are billed consistently without manual intervention
3.b.iii View upcoming invoice
You can preview the next invoice to be generated for a service, allowing you to verify details and make any necessary adjustments before it’s issued to the client
3.b.iv Skip next billing
You can opt to skip a billing cycle for a service, useful in scenarios where service pauses or client agreements dictate a temporary billing halt
3.b.v Stop billing
You can stop billing for a service entirely, typically used when a service is completed or discontinued ahead of schedule. On stopping the service, it will be moved to Expired services
Successfully managing won proposals in Cone not only facilitates a smoother transition into project execution but also enhances your overall efficiency and readiness for future engagements. By taking advantage of proposal-level actions and ensuring service details are up-to-date, you maintain alignment with client expectations and project objectives
You can learn more about managing sent proposals here