What are proposals on Nexudus Spaces?
A proposal represents a potential sale of a contract and some products. Proposals can be sent to potential customers for them to review and accept before an actual contract and products are added to their account. A proposal has basic information about a potential contract for one of your plans as well as, optionally, one or more products to be added to the customer account if the proposal is accepted.
A proposal is always attached to a member or contact record but can be reviewed on your website even if the member or contact has no user account yet.
Proposals can be drafted, sent, accepted and rejected.
Draft. The proposal is being worked on and has not been sent to the customer yet.
- Sent. The proposal has been sent to the customer. A email template is used to do this (Proposal) with a link to your website so the proposal can be reviewed and, optionally accepted.
Rejected. The proposal has been rejected by the customer.
- Accepted. The proposal has been accepted by the customer. This creates a contract with the details in the proposal and adds any products part of the proposal to the customer account.
How do I add a proposal on Nexudus Spaces?
Adding a proposal for an existing member or contact
Proposals can only be added to existing members or contacts.
For existing members or contacts on your Nexudus Spaces database, access the member's profile, go to the Proposals tab and click on the Add Proposal button. In the Details section, choose the price plan that you want to link the contract to and fill in the required fields.
When you add a new proposal, you will need to save it first in order to add additional products to it. Products are not required to send out a proposal but they can help you build proposals that include additional items in addition to the base plan, for example, a parking space or a locker to along with an office or a dedicated desk plan.
These are the details you can provide with a proposal:
This is the location this proposal is associated with. The member or contacts this proposal is sent to will receive a notification using the email templates for this location
The user to be notified when this proposal is accepted. It defaults to the user you are logged in as when adding the proposal.
|Member / Contact||The member or contact this proposal is for.|
|Notes||Any notes to be shared with the member or contact this proposal is for.|
|Proposal Status||The current status of the proposal:|
|Document To Sign||A document template to use to generate a document to be e-Signed when the proposal is accepted.|
|Proposal File||A file to be linked to in the proposal details page. Usually this contains additional information, terms and details about the proposal. This document is not to be signed.|
|Price Plan||The plan the proposal is for. If the proposal is accepted, a contract will be created in the member or contact account for this plan.|
|Start Date||The start date to use in the contract created if the proposal is accepted.|
|Billing Day||The billing day to use in the contract created if the proposal is accepted.|
|Quantity||The quantity to use in the contract created if the proposal is accepted.|
|Unit Price||If a unit price is provided, the contract price will be set to this price, otherwise the price of the selected plan will be used as the price for the contract created if the proposal is accepted.|
|Discount||A discount to add to the member or contact account when the proposal is accepted.|
|Desks||The desk or offices to use in the contract created if the proposal is accepted.|
Sending a proposal.
When you save a new proposal, we won't email it out to the customer just yet. You have to use the "more actions" menu in the proposals list to send it out.
When you do so, the customer will receive a notification by email with a link to review the proposal.
Clicking on that link, opens the proposal on your website. The proposal summary screen will show the details of the proposal, any notes you have included with it, a link to download the files you have attached as part of the proposal as well as a link to accept it and sign up as member using it.
If the customer accepts the proposal, the responsible person for the proposal will be also notified about this.
Accepting a proposal will add all items in the proposal to the customer account. This includes a contract for the selected plan as well as any products you may have added to the proposals. If the proposal has a start date defined, the contract start date will be set to such data. If the proposal start date was left blank, the contract will be set to start the day after the proposal is accepted.
After accepting the proposal, the customers will be guided through the regular sign-up process. They will be offered to choose additional products if that option is enabled in your account as well as to enter payment details.
Their account will be kept on hold if the option to do so is enabled in your account.
A contract value is reflected in the upgrade and downgrade reports that show when a member changes to higher or lower price plans. This does not have any effect in monetary terms but is useful for comparing the relative values of different price plans. If you leave the Value field empty, the platform considers the price plan rate as the value.