Sending a quote / proposal / pre-onboarding workflow is a powerful way to sell professional services or vet potential clients before you decide if you want to engage with them.

Here are the steps:

Create a Portal Group for Prospects

At the end of this step you will see a dashboard through which you will be able to send quotes by email:

2. To get started, click the '+' button and specify the details of the prospect.

You can ignore the "workflow template" menu unless you have already craeted Workflow Templates. You will be able to add a prospect from contacts or create a new contact on the fly.

3. Create your workflow by adding elements of it ("widgets") thorugh the "+" button.

Each widget can be configured separately.

4. A note on Services & Payment widget: if you would like to ask your prospects to accept the quote AND pay or set up a payment method, you will need to connect your Stripe account to MyDocSafe first.

5. Once ready, click 'Complete and Send'. Fill out the message and click 'Send'

6. Your prospect will receive an email with button that leads to the proposal:

After clicking on the "Proceed to proposal" button, the proposal will open up in the default browser:

Advanced comsiderations:

Save your proposal as a template to be able to re-use it quickly.
Add bespoke Statuses and assign them to each step of the workflow for better reporting
Once a proposal is accepted, invite your client to a regular portal

Move back:

6. Add your services

or move forward:

8. Send your first portal workflow

Create a Portal Group for Prospects