Proposals – Do it once and save time later

Together with the major update launched in the beginning of October came several features. A lot of them were made to save the time from everyone making the operational work. One of the features is ‘Proposals’. There, you can create a pre-formulated PDF document with 5 different blocks and send them out in a matter of seconds. For real! Seconds. So here is how you do it.
The Big 5
Once you are on the dashboard of your location you can go to Proposals and then Settings.
There, you can find the 6 parts of your proposal e-mail and PDF:
Mail – that will be the subject and the text of your e-mail
Introduction – this part will already be in the PDF. There you can present the items to follow.
Meeting Spaces – On Meeting spaces the description and picture of the selected meeting space will appear automatically. In this field, you can tell about how many meeting spaces you offer and that from all of them, you chose this unique one as a solution for your client.
Options – here the options selected for your client will also appear automatically with its descriptions and pictures.
Summary – That’s where the table with the prices will appear. You can use this area to explain it.
Closing – You can choose however you want to finish your proposal if with a greeting, more information about your location or offering assistance if they need to clear any doubts.
Here is an example of each area you are filling and how it is going to look like in the PDF.
#td_uid_1_5a0ab7c8f35f6 .td-doubleSlider-2 .td-item1 {
background: url(https://magazine.seats2meet.com/wp-co...) 0 0 no-repeat;
}
#td_uid_1_5a0ab7c8f35f6 .td-doubleSlider-2 .td-item2 {
background: url(https://magazine.seats2meet.com/wp-co...) 0 0 no-repeat;
}
#td_uid_1_5a0ab7c8f35f6 .td-doubleSlider-2 .td-item3 {
background: url(https://magazine.seats2meet.com/wp-co...) 0 0 no-repeat;
}
#td_uid_1_5a0ab7c8f35f6 .td-doubleSlider-2 .td-item4 {
background: url(https://magazine.seats2meet.com/wp-co...) 0 0 no-repeat;
}
#td_uid_1_5a0ab7c8f35f6 .td-doubleSlider-2 .td-item5 {
background: url(https://magazine.seats2meet.com/wp-co...) 0 0 no-repeat;
}
#td_uid_1_5a0ab7c8f35f6 .td-doubleSlider-2 .td-item6 {
background: url(https://magazine.seats2meet.com/wp-co...) 0 0 no-repeat;
}
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And this is how the PDF will look like: Click to download the PDF.
Cool right? But hey, there is some stuff missing.
Published on November 13, 2017 09:05
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