C2c Support page
CLICK2CONTRACT BASICS&FAQ
HOW TO SEND your first PROPOSAL?
- Go to Templates and select Simple Proposal Template
2. Proposals/Sales contracts are build of responsive Elements that may have function various functions. You´ll learn later on more, but let´s start with the basics. Click Logo element to activate it. Now you can edit the element on right bar. Click now Edit Content.
3. Now replace the default logo with your own. Click Save.
4. Now activate Proposal Text Content element. Then click Edit Content. Copy and paste from your Word proposal text content here. Click Save. Notice that because Editable on Proposal box is ticked, this content will open to be edited when you pick the template in Create new proposal view.
5. Now just click Update template to save the changes. You are ready to send your first real proposal!
How to change the looks of the proposals?
Go to “Templates” then click on “Create new template” or click Edit on an existing Template. Then create Elements and select the fonts you want to use, the logo and pictures, the color of the background and the color for the texts. Then drag the Elements to your Template.
HOW TO ADD USERS?
Add users by selecting the settings for your account under your username in the top right corner when logged in, then select users and click on Add new user.
Note that you can only add users if you are an admin or entrepreneur.
You can select the user to be a Manager (an Entrepreneur for older users). A Manager can manage everything on the account and see all the proposals made from the companies account), an Admin (an Admin can manage everything on the account but see only the proposals the admin has made) or a Sales person (the Sales person only see the proposals the sales person has made and can not modify the Templates or Elements).
You can have several of all the user levels in your company.
HOW TO ADD or modify multi item elements?
Multi Item Elements will appear in Create new proposal view as drop-down menus. User can pick one or several of them to be added to the proposal she/he is drafting.
These are examples of contents which our customers use Multi Item Elements for:
- Contact person,
- Team members,
- References,
- Products,
- Services,
- Pricing options, and
- Prewritten greetings.
Note that you can only add Items to Multi Item Elements, references or team members if you are an admin, manager or entrepreneur.
This is how you manage Multi Item Element content:
1. Go to Templates and click Multi Item Elements.
2. Here you can create New multi item elements, Edit the existing ones and and manage Items. Multi Item Elements may have all the same Content types as ordinary Elements. Example titles are long and explanatory to make them easier understandable on Template side. Now click See items.
3. Now click to Edit one of the preset profiles. By clicking the green button on top you can add new ones.
4. Now change the details of the team member. Note that Description will appear in a popup. Item name will be the name that appears in drop-down menu and won’t be visible to your customers. Click the blue button to Save!
5. Go to your Template (Templates on top menu -> Edit). Drag the Multi Item Element to your Template.
6. Click Preview to see how it is going to look like. You may change the visual details of the Multi Item Element when you activate it in Edit view. These changes will affect only this Template. Here we added as an example the Element title. Do not forget to save by clicking Update Template!
HOW TO ADD OR CHANGE the PROPOSAL templates?
Click the Templates -tab and then “Create new template”.
First name your new Template, choose the fonts and select the colors for the Template theme.
This is how you start editing a new Proposal Template
Then add Elements to your Template. If you haven’t created Multi Item Elements you can do it here or create Multi Item Element in the Multi Item Elements -section.
Drag the Elements into the Template by picking them up at the ✥-symbol and drag to the desired spot of the Template.
Adding elements to the Proposal Template
How to add customers?
There are 3 ways to add customers:
1. Add customers directly to the customer details-section by inserting the information into the fields when sending the customer your first proposal. Be sure to put in the e-mail correctly and add the country code to the phone number.
2. Add or import customers with a CSV-file into the “Customers” section.
3. Start the proposal sending process from Pipedrive and the customer details will be filled in automatically also into the Click2Contract customer database.
Csv-file for uploading customers. From the left: Name, Business ID, Address, Contact Person, Phone (in the international format) e-mail and language.
How to change the password?
Go to settings by clicking your user name in the right up corner and choose Profile then type in your current password and then the new password and confirm by typing in the new password a second time.
Change your password
Can i edit already sent PROPOSALS?
You can modify the proposals after sending them to the customers if the customers need some changes. Open the proposal and click on the three dots on the bottom of the proposal view to edit the proposal. After editing you can resend the proposal to the customer. The customer sees that you have send them a modified proposal and can then accept it or comment it.
Closed deals, the contracts, can’t be modified.
How to add users and set organization details?
- Click your name in the up right corner.
2. Click Organization. Please fill in your company details here. The details will be automatically visible on proposals (if Parties element is in use) and email footer. Remember to save!
3. Click Users to add new users or amend details. These will be visible to your customer on automated emails. Note that the email will be the username. Automated notifications will be sent to this email. You can also Activate or inactivate a user here. Inactivated users don´t have an access to the account and are not included in invoicing. Users roles are Manager that can see all the proposals and contracts of the company and amend any details or templates. Admin may see only his/her own proposals and contracts but may manage templates. Sales person is not bothered with any other functions or information but his/her own proposals and contracts.
The Forums
In the forums you will find more in debth information and help on how to draft proposals that close deals, how to modify the look of your proposals and find answers to other questions you might have. If none of these give you an answer then please contact us here.
CRAFTING proposals THAT CLOSE
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