{"id":1164,"date":"2018-03-30T11:42:50","date_gmt":"2018-03-30T18:42:50","guid":{"rendered":"https:\/\/responsibiddoc.wpengine.com\/?post_type=article&#038;p=1164"},"modified":"2024-06-04T14:18:54","modified_gmt":"2024-06-04T14:18:54","slug":"new-proposal-format","status":"publish","type":"article","link":"https:\/\/docs.symphosize.com\/?article=new-proposal-format","title":{"rendered":"New Proposal Format"},"content":{"rendered":"<p>It&#8217;s here and it&#8217;s ready! Check out the video to see the following:<\/p>\n<ul>\n<li>The new layout with a card view of each package<\/li>\n<li>The new &#8220;additional information&#8221; area<\/li>\n<li>The way to navigate the proposal in it&#8217;s 3 new areas: Quote, Confirm, Schedule<\/li>\n<li>How a customer digitally signs their quote<\/li>\n<li>How a customer can see public notes called the &#8220;Anything else we should know&#8221; heading<\/li>\n<li>How to let a customer complete the bidding process in a specific &#8220;success&#8221; area<\/li>\n<li>How to edit labels throughout the entire proposal system<\/li>\n<li>How to add new documents in the &#8220;Additional Information&#8221; area<\/li>\n<li>Sales videos are now folded away under a link that says by default: &#8220;Need help choosing? Click here.&#8221;<\/li>\n<\/ul>\n<p>Not in the video:<\/p>\n<ul>\n<li>Get another service quote is prominently a link above the packages that allows a customer to add new services to their quote.<\/li>\n<li>If you have more packages than fit on the screen you can scroll or swipe side to side to see all of them.<\/li>\n<\/ul>\n","protected":false},"author":1,"featured_media":0,"menu_order":108,"comment_status":"closed","ping_status":"closed","template":"","format":"video","article-categories":[42,10,15,28],"class_list":["post-1164","article","type-article","status-publish","format-video","hentry","article-category-packages","article-category-company-setup","article-category-proposal-customization","article-category-pricing-setup","article-tag-proposal-video","article-tag-package-strategy","article-tag-new-proposal","article-tag-proposal"],"_links":{"self":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/1164","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles"}],"about":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1164"}],"version-history":[{"count":0,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/1164\/revisions"}],"wp:attachment":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1164"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Farticle-categories&post=1164"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}