Once you have reviewed a report and are happy with the quote, you are ready to send the prospect a proposal.
Adjusting the quote
Before sending, review the calculated cleanup and monthly amounts on the report. If you want to change either figure, use the override fields to enter your adjusted amounts. Both the original calculation and your override are recorded in the report for your reference.
Sending the proposal
Click Create priced proposal on the report page to open the compose screen, then click Send report & proposal. Sajentic generates a branded PDF using your firm's settings and delivers it to the prospect's email address.
Tracking deal status
The report card on your dashboard shows the current deal status, which progresses through:
- Sent — the proposal has been delivered.
- Accepted — the prospect has indicated they want to move forward.
- Declined — the prospect has passed.
You can update the status manually from the report detail page as you hear back from the prospect.
Customizing deal statuses
If your firm uses different status labels, you can configure custom pipeline statuses yourself under Settings → Customizations.