Hi all. I'm a little confused about the proposal process. When I send out an answer to an inquiry, I direct people to choose which package and add-ons would work for them and then tell them I will send them a "custom proposal" as directed by the template e-mails from Shoot Q. Most of the time, the contact sends me an e-mail requesting a meeting if my rates fit within their budget and then if they book, I can create their custom package and take them through the contract process, but sometimes, I do get people who select what they want in a package and I get an e-mail from shoot q that I have a request for a proposal, but when I go into the shoot information for that contact, it looks like all I can do is start taking them through the "booking" process with a contract. This seems a bit presumptuous and I would rather just send them some sort of official "proposal" and then offer to schedule a new business meeting if they want to meet to discuss further. Is there a way to do this?
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3 comments
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I agree, I can't figure out how to send a proposal to a lead - Our workflow is to get a lead, schedule a meeting, send a proposal, then book (or not). It seems ShootQ makes you book the client first?
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I'd love to see a workflow for a lead.
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That does seem helpful. I feel like you used to be able to do that in an older version of SQ, which also made it easier to have multiple pricing structures without having to upgrade your account. If there isn't another way, perhaps send it with a great email explaining it's a benefit to them? (We value your time so we made it easy for you if you're ready to book, but feel free to call us or hit the 'make a request' button to email us.)
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