Please note: The Web Connector is only available in our Classic Proposal Editor.
So you've got your Web Connector up and your clients have submitted their details along with their package of choice through the form. Now it's time to work on finalizing an Instant Proposal. Here's how it will go:
Once your client clicks on the Submit button on the Web Connector form, a new draft proposal is created in Practice Ignition. You can see it under the Drafts section under Proposals.
From here, you can click on the proposal to view which services they have selected, edit the proposal by choosing 'Edit' from the 'Actions' menu, or submit comments to the client. Once the proposal is finalised and approved, the Proposal and Engagement letter can be sent to the client.
If you need help sending a proposal, this article about Sending a Proposal will surely shed some light.