Easier Section Editing & Versioning, More Accurate Client… | Proposify

Easier Section Editing & Versioning, More Accurate Client Tracking

We've been hard at work this summer on improving Proposify based on your feedback. The latest release represents nearly two months of work, and there's so much good stuff it was hard to even come up with a headline for this post, so bear with me :)

6 min. read

`Here's a handy glossary of what is new and improved in Proposify!

  1. Create and edit sections by themselves
  2. Simpler, more clear revision history
  3. Add links to other pages in your proposal
  4. Create multiple email templates to use
  5. More accurate client activity tracking
  6. View sent emails from the snapshot
  7. Allow removing fee table values from total

1. Create and edit sections by themselves

This was a big request a lot of our customers asked for, and we've delivered it.

Previously, you needed to create and edit section content within a proposal or a template. Now you can go right into the content library and create or edit sections.

Just visit your content library and click "New section" or mouse over a section and click the edit button.

Once you do you'll jump into the editor and be able to edit content for just that one section, roll back to past versions and choose a default, change it's name or manage tags.

This will make managing reusable content much easier and more straightforward.

2. Simpler, more clear revision history

We've struggled for a while to make versioning clear and easy-to-use. People are used to how Google Docs works, and frankly, allowing versioning like Google (where it saves a new version every 30 seconds or so) is really damn hard.

What we do now is similar to Google Docs. When you look at a section it shows you the last time it was edited.

When you click it, we'll show you a revision history. It will show you every time that section has been used in a proposal and the latest edit day/time/user for each version.

You can roll back to past versions and make edits without it affecting other proposals that use the same version (it auto creates a new one).

We'll allow you to select a default version. This is useful so you can decide what is the standard boilerplate version that gets used in new proposals, so you always start out with the right version instead of changes that were specific to your last proposal.

In other words, if you want your default Budget section to start with a standard fee table but you don't want edits you make in a proposal to overwrite the default version in the library, just select which one you want to be the default. Then when you use it in a new proposal it will use that default.

3. Add links to other pages in your proposal

Previously when you added a link in your proposals, you could only link to other websites. Now you can link to other pages in your proposal.

This is useful when you need to reference another page in your proposal. (Example: "Please read our contract and then sign here".

Simply add a link like normal, but click "Link to page", select your page from the drop down and then check it out in the preview to see it work!

4. Create multiple email templates to use

This feature is useful if you pitch clients in multiple languages (eg: French and English templates), or if you have different types of emails for different types of projects or clients.

You can now create three different types of email templates - 1) emails when sending a proposal to your client 2) the reminder email when automatically following up and 3) the automatic thank you email that goes out to the client after they sign off and accept a proposal.

Go to your account settings and click on email templates. Here you'll manage your list of email templates.

When you create a new template you will need to select the type.

Name your template, edit the subject and message.

To use your email templates, click on a proposal and then click send.

Now you'll see drop down menus to select the email template you want to use for that proposal. Select the template you want to use, and preview to see what your client will see when they open the email.

We get asked a lot to let you customize the look-and-feel of your emails. We don't have this feature yet (at the time of writing) but we will build it eventually.

5. More accurate client activity tracking

We got a lot of support tickets about making client view tracking more accurate.

Now when sending out a proposal to multiple contacts, we'll track each individual client so you can see which contact opened the proposal (we no longer assume it's the primary contact).

If you're just testing out a link on another browser or device, you can turn off tracking so that your testing doesn't affect your metrics. On the send screen, just turn on or off "Track client view". Be sure to turn it on when you actually send it out!

When your client views the proposal from the email you've sent out, they'll now be able to leave a comment and we'll know which contact is leaving the comment, and the client doesn't need to manually type their name or email address.

6. View sent emails from the snapshot

After you send out an email, you can now look at your snapshot activity screen and click the "View email" link to see what you sent.

After you click it you'll be able to see who sent the email, who they sent it to, and the subject/message.

This is useful if you want to go back on a proposal one of your team mates sent and view the actual email they sent to the client.

7. Allow removing fee table values from total

Have you ever wanted to create a fee table that doesn't get added to the total value? Many of our users like making summary tables that outline all of the costs but don't want it to duplicate the proposal value.

You can now disclude a pricing table's total from the proposal value. Just uncheck the option when creating a fee table or alter it's settings.

What's next

We've got a big, ambitious roadmap over the coming 12 months, and a bigger team to work on the product and make it better. I'll keep updating you on what we're working on and what's improved.

In addition to posting about Proposify update, we're going to be revamping this blog in the very near future to make it also valuable for business owners and salespeople. Stay tuned for an update on that, by subscribing to email updates (look down).

As always, thank you for being a customer, and let me know what you think in the comments below :)

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