What if you have hundreds or thousands of clients which you need to engage with Practice Ignition? Not to worry, there is a process for creating proposals in bulk so that you don't have to create them one at time for each client.
1 - Introduction to creating proposals in bulk
2 - Preparing your account for bulk proposal creation
3 - Create your template proposal(s)
Create one or more "template" proposals that will have a set of services in them which you wish to apply to multiple clients. We'll use the template(s) to create a draft proposal for each client that is included in the bulk creation process.
Tip: You can create a dummy client called "Proposal Templates" in order to keep all of your proposal templates organized in one place.
4 - Export your clients
Click on Clients, then click on Export (in the top right corner)
5 - Add your data to the bulk proposal creation CSV file
6 - Email us the completed CSV file
Once you have added all of your data to the bulk proposal creation spreadsheet (CSV file), email it to [email protected] so we can process it for you.
We'll notify you when the proposals have been created so you can then review and send them.
7 - Review and send your proposals
The last step is to review and send your proposals.
To review the draft proposals:
a) Click on "Proposals" from the left side menu, and then select "Drafts"
b) Bulk select a batch of draft proposals, or select them all if you prefer
c) Click on Bulk Actions, and then select "Mark For Review"
d) Review (and edit if needed) each proposal, clicking on "Mark for Review" as you go to move to the next proposal
To send the proposals:
a) Select "In Review" on the left side menu
b) Bulk select the in review proposals
c) Click on Bulk Actions, and then select "Send Selected"
d) Review the summary information window
e) Click on "Send Proposals" (red button in the top right corner)
Do you have any questions about the bulk proposal creation process? Send us a message at [email protected]ition.com