Find answers, ask questions, and connect
with like-minded conquerers around the world.

Clear all

Proposal Builder Available Now: Add Snapshot Reports to Proposals

389 Points
Posts: 22
Topic starter
Joined: 3 years ago


You asked and we answered. You can now incorporate a prospect's Snapshot Report directly into a proposal to show an undeniable connection between their opportunities for improvement and your recommended solutions. Click the Snapshot Report button in Proposal Builder's document editor to get started!

image 20220615 191918

Hot tip: Generate the Snapshot Report ahead of time. We recommend this for two reasons:

  • Snapshot Reports are a great prospecting tool. Make a strong first impression by arriving at first meetings armed/prepared with insights on where your prospective client's opportunities for growth lie and a recommended plan of action. Once you have their attention, it's time to build a proposal.
  • Snapshot Reports can take up to 24 hours to generate. Ensure the report is ready in advance to avoid delays in issuing proposals to your prospects.