Introduction to Proposals and Estimates

Proposals and estimates are powerful tools in TekMatix that allow users to create detailed outlines of services and generate cost agreements. These features are designed to streamline the process of presenting and finalizing service offerings with clients.

Elements found in Proposals and Estimates

1. Customizable Templates: TekMatix offers customizable proposal and estimate templates, allowing you to create documents that align with your brand identity.

2. Dynamic Content: You can include dynamic content fields, such as client names, dates, and personalized details, which can be automatically populated based on client data stored in the platform.

3. Images and Media: Incorporate images, videos, and other media elements to visually enhance your proposals and estimates, making them more engaging and impactful.

4. Text Blocks: Easily add and format text blocks to present your information clearly, providing details about the project, service offerings, terms, and other essential information.

5. Interactive Tables: Include interactive tables for pricing, service breakdowns, and other relevant data, ensuring transparency and clarity in your proposals and estimates.

6. Call-to-Action (CTA): Incorporate CTAs to prompt your clients to take action, such as accepting the proposal or estimate, scheduling a follow-up call, or making a purchase.

Features found in Proposals and Estimates:

1. CRM Integration: TekMatix proposals and estimates are seamlessly integrated with its CRM system, allowing for easy management of client data and document tracking.

2. E-Signature Integration: Enable clients to sign proposals and estimates electronically, streamlining the approval process and enhancing convenience for both parties.

3. Real-Time Tracking: Obtain real-time insights into client interactions with your proposals and estimates, including views, time spent on each section, and any comments or feedback left by clients.

4. Automation: Leverage automation features to send personalized, timely follow-ups based on client interactions with the proposals and estimates, enhancing client engagement and conversion rates.

5. Collaboration Tools: Share proposals and estimates with team members for collaboration and review. Receive feedback, make revisions, and ensure that your proposals are comprehensive and

accurate.

Adding Content to Your Proposal or Estimate

To make your proposal or estimate more comprehensive and informative, consider including the following elements:

Introduction: Start with a brief introduction that outlines the purpose and scope of the proposal or estimate.

Services Offered: Clearly list the services you are offering to the client, along with a detailed description of each service.

Pricing and Payment Terms: Specify the pricing for each service and outline the payment terms, including any deposit requirements or installment options.

Timeline: Provide a timeline for the completion of the project or the delivery of the services.

Terms and Conditions: Include any terms and conditions that apply to the proposal or estimate, such as cancellation policies or confidentiality agreements.

Testimonials or Case Studies: If applicable, include testimonials or case studies to showcase your previous work and build trust with the client.

Accessing Proposals and Estimates.

To access the proposals and estimates feature in TekMatix follow these steps:

Log in to your TekMatix account.

From the main menu, click on payments.

Navigate to the "Proposals and Estimates" section at the top.

Creating a Proposal or Estimate

Once you're in the proposals or estimates section, you can create a new proposal or estimate by following these steps:

Click on the "Create New" button.

Fill in the necessary details, such as the client's name, project description, and pricing information.

Customize the proposal or estimate template to match your branding and style.

Add sections and subsections to organize the content of your proposal or estimate.

Step 4: Customize your proposal or estimate: Now this is where the magic happens. Fill in the necessary details such as client information, project description, pricing, and any other relevant information. You can also customize the layout and design of your proposal or estimate to match your branding by dragging and dropping the elements.

Sending and Tracking Your Proposal or Estimate

Once you have finalized your proposal or estimate, you can send it to the client and track its progress. Here's how:

1. Preview the proposal or estimate to ensure all the information is accurate and complete.

2. save the proposal .

3.Select client

4.Click on the "Send" button to send the proposal or estimate to the client via email .

This is how the client will recieve the document

The filled feature at the top indicates the number of fields the client will need to fill.

After the client has red through the document and is ok with everything, he/she can click on the signature field to sign. Click on " Accept and sign" the hit on "finish" to summit..

TekMatix allows you to track the status of your proposal or estimate, including whether it has been viewed or accepted by the client.

Follow up Document Status

To follow up document status, there are two ways to do that which :

1.Through contact.

Click on the contact you sent the proposal or estimate to and open the conversation. You should see status of the document if its been signed or not.

2.Through proposal and estimate dashboard

Click on the proposal and estimate dashboard and you will see status of the document.The document can be at the waiting stage or signed stage and it equally display the number of documents signed.

3. Lastly, you can download the singed copy or use as template.

Here is how:

-click on the signed document

-Click on the right menu and the various option will be displayed for you to choose.

Follow up with the client to address any questions or concerns they may have and to negotiate the terms if necessary.

Conclusion

Proposals and estimates in TekMatix are powerful tools that can help you streamline your service offerings and improve your client communication. By following the steps outlined in this guide, you can create professional and detailed proposals and estimates that will impress your clients and facilitate the growth of your business.