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--- CLIP 5: Customer Proposal View ---
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[00:12:20]
Let's go ahead and copy this shareable link and let's go ahead and preview what this looks like for the customer
[00:12:29]
I'm just going to go ahead and open that here now
[00:12:32]
This is what it looks like for the customer when they open the link. This could be from their email or text message
[00:12:38]
They will click view proposal and when they do that you are going to get a notification
[00:12:43]
Letting you know that they have viewed your proposal. So you're going to get an email saying hey this customer viewed your proposal
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You know that they looked at it
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All right
[00:12:51]
It's also going to update the status in ZEVBIT to viewed so that you know
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They looked at it when you're looking at it in ZEVBIT
[00:12:59]
So this is going to be what the customer sees they can go through everything. They can download this as a PDF
[00:13:04]
Read through the document as you can see this proposal really sets you apart from the competition
[00:13:10]
the client can also make selections of what they want to go with and
[00:13:15]
When they're ready to proceed they can go ahead and sign here
[00:13:21]
Customers going to be able to sign the exact same way
[00:13:23]
Once the customer signs as you can see here it is going to pop up and allow them to make that initial deposit payment
[00:13:31]
So this is what it will show by default you guys can edit any of this text if you'd like to make any changes and
[00:13:38]
You can also integrate a payment processor
[00:13:41]
Either Stripe, QuickBooks, or Square to be able to collect credit card and ACH payments
[00:13:47]
What's nice about this is as soon as the client signs they're able to go and pay that deposit right away
[00:13:53]
It'll also email you and the client both a copy of the signed contract that way you guys have everything you need
[00:14:01]
Then over in ZEVBIT
[00:14:03]
Now that this has been signed if we go to estimates. We'll see that this has been updated to signed
[00:14:10]
you also have a pipeline view in estimates where you can view the different statuses and
[00:14:15]
You can rearrange or edit these statuses in the settings
[00:14:19]
Just by going to settings and then status and then estimate if you want to rearrange any of these
[00:14:25]
If you want to delete any add any of your own you can do that
[00:14:29]
Maybe you want to put estimate signed over here
[00:14:31]
And when you do that, that's going to update you in your pipeline view for the order of these columns
[00:14:38]
All right, and we also have the same thing on the CRM
[00:14:41]
You also can have a pipeline view for that to manage the new leads
[00:14:48]
Additionally if you have the invoicing plan this client will now show over in invoicing and
[00:14:54]
You can see that it will create the invoices automatically
[00:14:58]
So we're going to cover this in the next video
[00:15:00]
So if you guys have any questions at any time
[00:15:03]
Please send a support message in this chat in the bottom left corner
[00:15:06]
And we would be happy to help answer any questions you might have
[00:15:10]
Thank you for your time. I'll see you in the next video where we're covering setting up the invoicing
[00:15:16]
Sending out and creating invoices and then the next steps after that. Thank you