Quote a lead
Open Proposals and press Quote a lead. Add who it's for, answer what you know of what they want, and press Send their proposal. They get the same priced proposal your instant quote makes, and your closing emails follow up.
Spoken to someone who wants your service? Quote them yourself, in the time the call takes. They get the proposal your instant quote would have made them, priced from your own settings.
Quote them
Open Proposals, under Partner.
Press Quote a lead.
Who it's for: their name, their business and their email, and their phone if you have it. Press Next: What they want.
What they want: the instant quote's questions, about them. Answer any you know and leave the rest. + Add a note keeps anything else they told you, and + Their website now adds the site they have.
The panel beside it shows their price as you go: a month, in all, the first payment, and the plan they're on during the campaign and after it.
Press Send their proposal.
The price, the campaign lengths and the plans come from your instant quote's settings: Put an instant quote on your website.
What happens next
The screen says how it went:
| It says | What it means |
|---|---|
| Emailed to them, with the link to their proposal. | It's on its way, from your own sending domain. |
| Not emailed: you have no verified sending domain yet. | Press Copy their link and send it yourself. |
| Not emailed: that address bounced or asked for no more email before. | Send them the link another way. |
And whether your closing emails follow up: they're put on the emails that close the sale, unless they've been on them before or can't be emailed. With none set up, Set them up takes you there.
See it opens their proposal as they'll see it, and opening it from here isn't counted as their view. Quote another lead starts the next one.
Their proposal is in your Proposals list, with Quoted by you under its name. How they accept and pay: How does a client pay over a term?
If the button is greyed out
It says why:
- Publish your website first: their proposal opens on it. Open your website takes you there.
- Choose the plan their account is on during the campaign first. Instant quote takes you to the setting.
- Add their name, email and business first.