How Do I Generate a Proposal in SoCast Reach Sales Enablement?
How Do I Generate a Proposal in SoCast Reach Sales Enablement?
Note: This process is typically completed by the salesperson.
Steps to Generate a Proposal
- Once your campaign is ready, scroll to the top of the campaign page. On the right-hand side, under Campaign Actions, you will see a Generate Proposal button.
- Click the Generate Proposal button. The proposal will be generated automatically (this process takes approximately 10–30 seconds).
- After the proposal is generated, the campaign will automatically switch to the Proposal tab. Here, you will find a link to a Google Slides presentation of your proposal.
Accessing and Customizing Your Proposal
- Click on the blue text below the proposal preview to open the proposal in Google Slides.
- You can customize your proposal as needed. For example, you may delete unnecessary pages, add client logos, or include key information you learned about the client's goals during your Client Needs Assessment (CNA).
Following these steps will help you quickly generate and tailor proposals for your clients using SoCast Reach Sales Enablement.
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