Thursday, October 16, 2008

4 steps to creating real-time online proposals

Here's a simple method for creating online proposals. By using Google's 'publish' feature in Google Docs, you can quickly create a unique webpage that is your proposal. No HTML required. Best of all, the webpage is dynamic. When you make a changes to the proposal, your customer can view the changes immediately.

No more emailing documents around and wasting precious time during the sale close!

Here are the steps:

1) Login to your gmail account and click "Documents" in the upper-left.

2) Once inside Google Docs, click on New > Spreadsheet.(Alternatively, you can upload an existing Excel spreadsheet if you have one.)

3) Format your new spreadsheet to resemble a proposal, complete with a signature line. (You can also choose a Template from the "New" button.)

4) Now, click "Share" in the upper right and then choose "Publish as Web Page." Also check the box "Automatically re-publish when changes are made"

That's it. Copy and paste the hyperlink that appears and drop it into an email to your client. If you have to make updates to the document, just tell your client to click on the link in the original email and they will see the updates.

They will see an option to print the document.

TIP: Put your fax number right on the document with instructions to sign and fax. Done deal.
Post a Comment