Web Proposals

Learn how to create a web proposal here. 

Web Proposals in ETB Developer offer a powerful way for users to enhance their client interactions by creating a unified and organized collection of proposal designs. With the ability to combine multiple designs into a single shareable URL, you can provide your clients with a seamless experience. This article will guide you through the process of creating and customizing web proposals in ETB Developer.

Creating a Web Proposal:

1. Add Documents: Begin by adding documents to each of the proposal designs you want to include in your web proposal. These documents can be tailored to your clients' needs and preferences.

2. Naming and Ordering: Assign names to the documents that will be displayed to your clients. Arrange them in the desired order to create a coherent narrative for your web proposal.

3. Creating: After arranging your documents, click the "Create Web Proposal" button. This action compiles your selected designs into a single web proposal.

Viewing Your Web Proposal:

1. Preview: To view your web proposal, click the "View Live Web Proposal" button. This will allow you to see how your web proposal appears to your clients.  While within the web proposal, if you're logged into the ETB Developer platform, you have two session options. You can either view the web proposal in incognito mode, which ensures your session is not recorded, or you can log your session by entering your information.

2. Sharing: To share the web proposal with your clients, simply copy the provided link. When your clients access the link, they will be prompted to enter their name and optionally enter additional details such as their email and phone number.

Gaining Insights:

All interactions within the web proposal are logged in the web proposal sessions table (if not in incognito mode). This feature enables you to gather valuable insights into which documents are drawing the most interest from your clients.

Customizing Web Proposals:

In the Web Proposal section of the ETB Developer settings, you have the option to brand your web proposals to align with your business identity.

1. Color Customization: Modify the color of the top navigation bar to match your branding guidelines.

2. Logo Inclusion: Upload your company logo to appear in the top navigation bar. You can make this logo clickable by providing your website URL.

Web Proposals in ETB Developer empower you to create compelling and informative presentations for your clients by seamlessly combining proposal designs. By following these steps and utilizing the customization options, you can enhance your client interactions and gain valuable insights into their preferences.