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 include, and how to customise them to suit your agency.
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 own pricing, description and pictures
- Marketing Packages
- Bundle your marketing items into service packages (e.g. “Essentials”, “Premium Campaign”) to make offerings easier for vendors to understand and compare while setting custom prices if applicable.
- Marketing Calendar
- Show how and when each part of your campaign will run through a visual calendar layout
- Feature Sales
- Outline past sales from your agency that showcase the value you bring to the client
- Sale Methods
- Detail the options you offer (i.e. Auction, Private Treaty, EOI, Tender) with descriptions that help vendors choose the best fit for their property.
- Templates
- Easily make a new template to streamline the process of creating future proposals.
- Themes
- Use themes to style your proposals with your agency colours, logo, and fonts