Market Reports
Market Report Elements - Settings
This article will walk you through how to customize your Market Report settings. The Settings section in your market report is where you can set how your report behaves and interacts with recipients. Set an Expiry date - Automatically disables the ...
Market Report Elements - Documents
This article will walk you through adding a Document or link in your Market Report. In the left sidebar, click Documents Toggle the switch on next to Documents Click Upload Documents Upload a file Click Upload Documents Select a file in your local ...
Market Report Elements - Price Estimate
This guide will walk you through adding a Price Estimate in your Market Report. There are four types of Price Estimate Price Range - can add the lowest and highest price estimate. Value - can only add the Estimated Price. Custom - can add custom ...
How to create a Market Report
This guide walks you through the initial setup options when creating a new Market Report. Step-by-Step guide: Adding a Market Report Navigate to the Prospects > Convert >Market Reports section in the left-hand menu Click the Add Market Report Enter ...
How to give a team member access to Proposals
This article explains how to give a team member access to the Proposals module in Arosoftware. Proposal access is managed separately from standard user permissions and allows team members to create and send digital proposals. To grant access, your ...
How do I connect my Pricefinder account to use in Proposals?
To connect your Pricefinder account to Aro Proposals and import comparable sales or listing data, you’ll first need to create a draft Proposal template. Make sure you have your Pricefinder login details ready before starting. Steps to connect ...
Can I print a proposal ?
Yes, you can print a proposal from Arosoftware. Proposals are designed primarily for digital viewing. While the print option is available, printed versions may not display with perfect formatting. Print Option 1 - From the Proposals List Click the ...
Proposal settings for business brokers
Team Member Settings There are specific Business broker team member settings to assist business brokers to create proposals for businesses. Click on your profile headshot in the top right hand corner and select My Details > My Settings Default Search ...
Using merge fields in proposals
Merge fields in Aro Software let you create proposal templates that automatically populate with the specific information. When generating a proposal, using merge fields in your proposal template will save time and ensures each proposal is ...
Can I download the marketing section of a proposal as a PDF?
To print a marketing quote, follow these steps: From the main menu, select Prospects > Convert > Proposals. Find the proposal you want and click the vertical three-dot icon on the right. Select Marketing quote. Choose the Print as PDF option
Making a Proposal live
Watch this short video on how to make your digital proposal live. Go to the Prospects section From the main dashboard, click Convert > Proposals tab. Select the desired proposals you want to make live from the list. You can use the filter proposals ...
Proposal Elements: Feature Sales
The Feature Sales element of a digital proposal. Watch this short video on using and changing settings of the digital proposal Feature Sales Steps to Add or Edit a Feature Sales Go to Proposals dashboard Click pencil icon to edit one of your ...
Proposal Elements: Comparable listings
The Comparable listings element of a a digital proposal Comparable Sold and Available Listings Search Pricefinder* - listings in your Pricefinder. ( * Princefinder subscription and integration required ) Search ARO - listings within your ARO ...
Proposals Elements: Marketing Calendar
The Marketing Calendar element of a digital proposal. In this video, we will walk you through a step by step guide on how to create an effective marketing calendar. To create a marketing calendar link to a proposal, either Edit on an existing ...
Proposal Elements: Marketing Quotes
The Marketing Quote element of a digital proposal. Navigate to the Proposal section Click on the specific listing or proposal you want to add/edit a marketing quote. In the left side panel, click the Marketing Quote Tick the button to enable ...
Proposal Templates
Craft professional digital proposals effortlessly with our wide selection of predefined templates. Watch this short video to learn how to access and preview Aro proposal templates.
Use an existing proposal to create a new proposal template
This help article will show how to use an existing proposal to create a new proposal template. In Proposal Settings > Templates Click Add Template Select Proposal Template Enter your new template name Select the Template type ( Sales, Rental, etc) ...
Can I change the layout/positioning of elements in my Proposal?
Yes, you can change the position of a proposal section or row by using the up and down arrows in the section or row settings. Sections are light green and in the bottom right of the section Rows are pink and in the bottom left of the row
Can I password protect my Proposal?
This article will show you how to Password protect your proposal. This is done under your Proposals Settings Prospects Convert Proposals Click On the Edit pen icon beside the Proposal you wish to update Scroll to the bottom of the proposal or click ...
Adding/Editing a new Proposals Marketing Item?
Proposals Marketing items allow you to customise the inclusions displayed in your proposal market quote, such as professional photography, signboards, copy-writing, videography, real estate listing portals, and more. You can add new items or update ...
How can I change my Proposal Fonts/Colours?
To change your proposal colours, fonts or logo to be used on all new proposals, this needs to be done under Proposal Settings Prospects Proposal Settings Themes Click On the Edit pen icon beside the template you wish to update Update the items you ...
Making a new proposal
Video Guide Log in to your Arosoftware Dashboard Navigate to the Prospects > Convert > Proposals section in the left-hand menu Click “+ Add Proposal” Enter your property details If your address doesn't appear in the autofill, you can enter it ...
What can I add to my proposal?
What You Can Add to a Proposal? Here’s a quick overview of each component that makes up a proposal: Marketing Items Create and list individual marketing services like professional photography, floor plans, listing costs or drone shots each with its ...
Custom Proposal Templates
Request a custom Proposal Layout Please contact our team at support@arosoftware.com with your request. Custom templates incur an additional fee, and we’ll provide you with a quote and estimated timeline once we review your needs following a ...
Editing a Proposal
Once you’ve created a proposal in Arosoftware, you can easily go back and make changes — whether you need to update pricing, swap out marketing items, change sale methods, or rebrand it for a new listing. Go to the Prospects Section Find your ...
FAQ - Proposals
Q: How do Agent Intros and Proposals differ? A: An Agent Intro is a digital introduction to an agent that includes a per-appraisal survey link. A Proposal, on the other hand, offers more detailed information on comparable listings and marketing ...
Proposal Overview
Proposals Proposals in Arosoftware allow you to present your marketing packages, services, and agent information in a professional format tailored to your brand. When you create a new proposal, you’ll be able to choose from our default design ...
Getting Started - Proposals
How to Activate Proposals To activate the Proposals feature, please contact our support team at support@arosoftware.com Introductory Video We recommend watching our introductory webinar to get a full overview of how proposals work, what you can ...