With the new proposal layout, we have rolled out 3 new updates that will help you to utilize the power of the new proposal format. If you don’t want to force customers to sign the proposal in or...
proposal video
New Proposal Format
It’s here and it’s ready! Check out the video to see the following: The new layout with a card view of each package The new “additional information” area The way to navigate th...
Video Sample Script: PACKAGE SALES VIDEO
PACKAGE SALES VIDEO (Settings > Services – Step 1 of any service module – all ResponsiBid accounts) Sell your packages, Compare and contrast your packages, Help underscore the value of...
Video Sample Script: PROPOSAL HEADER VIDEO
PROPOSAL HEADING VIDEO (Settings > Company Profile – In the Proposal Builder Section Some quick takeaways Thank the customer for getting a quote and explain what they see below (bundles, pack...
Using Videos in your Bids and Proposals
There are 4 types of videos you can integrate in your Sales Process. Below you can see the purpose of each video and where to install it! If you have trouble with installation, find tips and frequentl...