FAQ - Proposals

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 strategies.

Q: What content can I include in my proposal?

A: Refer to this help file for a list of available sections for your proposal [here]


Q: Is it possible to modify the layout or positioning of elements within my proposal?
A: Absolutely! Instructions on how to customize your proposal's layout can be found [here](Link to help file).

Q: Is it possible to create a new proposal template from an existing one?
A: Absolutely! When you're adding a new proposal template, simply choose the "Copy an existing Template" option. For more detailed instructions, please refer to our help file: [here] 

Q: How can I change my Proposal Fonts/Colours?
A: Your proposal's fonts, colors, and logos are determined by the Proposal Template's theme. For instructions on how to update these, please refer to this help file. [here]

Q: Why am I receiving a 404 error when attempting to edit my proposal layout?

A: Your browser might be preventing the editing session from initiating. Please try logging into the software using a Private or Incognito window.