Table of contents
1. Introduction
After sending a proposal using Cone’s proposal software, managing and tracking the proposal becomes crucial to understanding client engagement and moving the proposal to completion. Cone enables you to monitor proposal interactions and taking further actions based on the proposal's status
2. Proposal details
You can access proposal details by clicking on any sent proposal from the listing page. Listing can be found when you click Proposals on the left navigation bar
After a proposal is sent, detailed insights become accessible, offering valuable data on client interactions and proposal status
2.a Overview section
The Overview section provides a comprehensive look at the proposal's current standing and vital contract details
2.a.i 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.ii Signature link
You can view the signature status of the proposal, You can also click on Copy link to get a sharable link for the proposal to sign
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 information on what service information was included in the proposal
You can view the details of the service by clicking on it
Services can only be edited after a proposal is won. If you want to edit services while is Sent state, you will have to recall the proposal, make edits and send again
3. Actions
Actions on a sent proposal are designed to enhance the flexibility and control you have over your proposal management process in Cone, ensuring you can adapt to various circumstances that may arise post-sending a proposal
3.a Proposal actions
3.a.i Send
You can resend a proposal to your client. This will send them an email to sign the proposal
3.a.ii Duplicate
Creates an identical copy of the sent proposal. Useful for when you need to send a similar proposal to another client or for creating a variation of the existing proposal without starting from scratch
3.a.iii Mark as won
Officially records the proposal as accepted by the client, moving the proposal into a "won" status. It signifies a successful deal closure and transitions the proposal to initiate project kickoff or service delivery processes
3.a.iv Mark as lost
Assigns the proposal a "lost" status, indicating that the client declined the offer or chose another provider. Useful for tracking and analyzing proposal success rates and understanding areas for improvement
3.a.v Preview
Allows you to view the proposal exactly as the client sees it. This feature ensures that all formatting and content are correct and presented professionally before and after sending it to the client
3.a.vi Recall
Retracts a sent proposal from the client’s view, effectively pulling it back. Suitable for situations where an error is identified post-send or if premature sending occurs
3.a.vii Recall and edit
Similar to "Recall," this action not only retracts the proposal but also automatically transitions it back to an editable state, allowing for immediate revisions or corrections as needed
3.a.viii Reminder settings
Configures automated reminder emails to the client concerning the proposal. This tool helps in setting follow-up frequencies and content, ensuring clients respond in a timely manner without manual intervention for reminders
3.a.ix Save as template
Converts the structure and content of the sent proposal into a template for future use. This action is perfect for streamlining the proposal creation process when dealing with similar projects or services, saving time and maintaining consistency.
You can also manage the proposal after it's won. You can learn more about won proposals here