Proposal Generation 8 Overview & Navigation What is Proposal Generation? Where is Proposal Generation located? Generate Proposal Key Elements of Generating a Proposal Point of Contact Selection of Services Calculation of Selected Service Selecting for Letter of Engagement (LOE) Only Proceed to Preview the Proposal and LOE
FigsFlow Contacts 5 Overview & Navigation What are FigsFlow Contacts? Where is FigsFlow Contacts Located? FigsFlow Contacts Overview Figs Flow Contact Individual Contacts Organisation Contacts
Template Module 18 Overview & Navigation What is the Template Module? Benefits of Using Templates Proposal Templates Importing Proposal Templates from the Library Creating a Proposal Template from Scratch Setting Default, Editing, Deleting, & Duplicating Proposal Template Letter of Engagement (LoE) Templates Importing Letter of Engagement from Library Creating a LoE Template from Scratch Setting Default, Editing, Deleting & Duplicating Letter of Engagement Template Cover Letter Templates Importing a Cover Letter from the Library Creating a Cover Letter Template from Scratch Setting Default, Editing, Deleting & Duplicating Cover Letter Template Email Template Importing Email Template from Library Creating a New Email Template from Scratch Edit, Delete & Clone Email Template Searching for Templates Searching Proposal Template Searching Letter of Engagement Template Searching Cover Letter Template Searching Email Template
Proposal Module 21 Overview & Navigation Introduction to Proposal Module Understanding Proposal Status Searching & Filtering Proposals Using Search Bar for Proposals Applying Advanced Filters Clearing Filters Exporting Proposal Data How to Export Selecting the Properties to Export Proposal Details Proposal ID and Associated Documents Point of Contact vs Signatories Created By Understanding the Deal Value Understanding the Deal Status Actions You Can Take Actions You Can Take for Proposals Actions You Can Take for LOEs Manual Status Updates How to Manually Mark a Proposal as Won How to Manually Mark Proposal as Lost How to Reactivate Lost Proposal Duplicating Proposals How to Duplicate the Proposal When to Duplicate Proposals Tracking Proposal Status Colour Code Explained Code Red, Orange, Green Explained
Service Module 23 Overview & Navigation Introduction to Service Module Introduction to Services & Service Groups What You Can Do with the Service Module Finding and Importing Services Searching Service Group Importing Services From the Built-In Library Managing Service Groups Creating a New Service Group Viewing Services within Grouped Service Renaming/Deleting a Service Group Renaming Service Group Deleting Service Group Activating/Deactivating Service Group Adding and Managing Services Adding New Service From Scratch Edit/Duplicate/Delete a Service Editing a Service Delete a Service Duplicating a Service Activating/Deactivating a Service Activating/Deactivating Service Associating Sub-Services Service Pricing & Calculations Editing Service Pricing and Calculations General Information & Setup Using Price & Calculation Tab Adding Custom Calculations Using Global Price Variables Managing Calculation Order Organising Services Switching the Service to a Different Service Group
Setting 35 Overview and Navigation How to Navigate Settings Your Preference User Profile Editing User Profile Change Password Your Preference | Firm Profile Editing Firm Profile Deleting Firm Your Preference | Contact Settings Individual Contact Type Adding Individual Type Editing Individual Type Deleting Individual Type Organisation Contact Type Adding Organisation Type Editing Organisation Type Deleting Organisation Type Account User Users Overview Adding A New User Editing a User Deleting a User Searching for a user on FigsFlow Filter the User on FigsFlow Roles Role Overview Adding a New Role Editing a Role Deleting a Role Searching for Role Name Email Configurations Integration Integrating Custom Email Integrating QuickBooks Proposal Settings Proposal Configurations General Configurations Proposal’s Theme Important Dates & Periods LOE Configurations Configuring Charge Out Rates (For Out of Scope Works) Configuring Discount Configuring Value Added Tax (VAT) Configuring Service Tags Configuring Global Price Variables Custom Placeholder
