Creating A Proposal

 

  1. Pull Quote Request From Pipedrive New Requests Column (Oldest Request Being At Bottom Of Column)
  2. Switch Owner To Self While Creating Proposal
  3. Move Quote Request Into Stage #2 or Column 2 (Engage Customer) This Prevents Another Salesman From Working On Same Request.
  4. Open Configurator
  5. Insert Customer
  6. Insert Persons Name to Whom Proposal Is Being Generated For. Add Job Name or Short Description (Ex. Chris-Johnson House)
  7. CHANGE OWNER to Salesperson You Are Creating Proposal For. (Jantz,Bryan-Goods Millwork; Chambers,Joe-Goods Millwork; Good, Jantz,Troy-Goods Millwork; Good,Tim-Goods Millwork)
  8. Press Save And This Will Generate A Proposal #
  9. Enter Proposal # Into Top Left Corner Of Pipedrive, This Now Will Link Pipedrive & Proposal From Configurator Together.
  10. Open Request E-Mail in Pipedrive From Customer. There Are 2 Options One Can Use When Creating An Accurate Proposal. Print All Requested Material & Use Highlighters To Mark Through Items Added To Proposal Or; Take A Snippet Of The Request And Use Screen Editing Tools To Mark Through Items. It is Important That There Are 2 Markings Through Each Item. One When Proposal Is Being Created And Another When Proposal Is Finished And Quote Is Being Examined For Any Errors Or Items Missed. These Marked Through Requests Must Be Saved Into Job Folder For Future Reference.
  11. Click On Line Items In Configurator
  12. Choose Appropriate ‘New Line Items’ Header. Doors & Mouldings; Hardware; Manual Entry; Add Comment (Ex. Door & Mouldings [which is default])
  13. From Drop Down Box Under Products-Start Configuration, Choose Appropriate Application. Custom Door Info Capture; Mouldings; Quick Ship Doors; Unit Builder.
  14. Add Freight Charges To End Of Proposal. You Will Add These Freight Charges Under ‘Hardware’ By Entering Correct Identifier/Prefix. If You Are Not Sure What Freight Charges Should be, You Can Find Shipping Terms Under Project Info Header, Bottom Left Corner Of Page. ( LTL1 Is Midwest. Any Order Under $2000.00 Requires This Charge. LTL2 Is East Coast & West Coast. Any Order Under $2500.00 Requires This Charge. Drop75 Is For Texas ONLY Companies And Used For Any Orders Under $2000.00. ALL ORDERS Exceeding Minimal Order Totals, Use Prepaid Freight. Click On Appropriate Item In Drop Down Box And Then Click On ‘Add Item’. It Then Will Be Attached To Proposal.
  15. Generate Document, Top Right Of Page
  16. View Goods Proposal, Top Right Of Page
  17. Examine Proposal Along With Request. (Second Item Markings On Request Should Be Marked Through At This Point)
  18. Save As: Create New Job Folder In Job Reference. You May Have Already Started A New Job Folder At An Earlier Time And Labeled With Correct Corresponding Proposal Number.
  19. Save Snippet Of Marked Through Request Into Job Folder, Or Scan Copies Into Job Folder If Using The Printed Method.
  20. Send E-Mail With Proposal To Customer – Or Sales Person You Are Quoting For While In Training!!!..Do Not Correspond With Customer Until Training Is Completed.
  21. Switch Ownership In Pipedrive To Correct Sales Person That Will Be Sending Out Proposal.