There are five simple steps to creating or editing your Proposals Lite. To begin, click on the “Create/Edit Proposal” section on the main navigation.

Creating a New Proposal in Proposals Lite

Keep the default selection of “New Proposal” for the Select Proposal field.

Editing an Existing Proposals in Proposals Lite

To edit a draft or previously saved Proposals in Proposals Lite, click on the first drop-down menu and select the draft of your choice. Only proposals that have not been sent to your client will appear in the list. Once you select a draft, all of your data for that proposal will appear and you are ready to edit.

Proposal Name

Your proposal name will appear as the subject line of the email sent to your client.

Enter the Proposal Name in the corresponding field, taking care to choose a unique and precise name that you will be able to identify quickly at a later date (e.g.: 2005 IBM Sales Meeting).

From

The “From” field will automatically default to your name. If you have administrative privileges, the “From” drop-down menu will include your name, along with those of your staff. You may choose to create or edit a Proposal under any of the users in the drop-down.

Selecting a Recipient

When selecting a recipient, you may enter a new client or search for an existing client.

To enter a new client, click on the “Add New” link located next to the “To” field. A new window will appear. Enter your client’s first name, last name, company name, e-mail address and telephone number. Click “Save” once you have entered the information. Your client’s information will now be permanently stored for future use.

See the section called Managing Clients for advanced client management.

To search for an existing client, click on the “Search” link. Your search criteria may consist of a name, company or an e-mail address. Typing the entire name or complete word is not necessary, however at least 2 characters must be entered. Then click on the search button.

If no results appear, the system was unable to find a match. You may wish to try using a different type of criteria, such as the client’s last name. We strongly recommend searching by e-mail address as it is the unique identifier for each client.

BCC (Blind Carbon Copy)

You may also send a copy of the Proposals to additional clients or referral contacts by simply typing in the recipient’s e-mail address in the BCC field. Separate addresses by semi-colons or commas if sending to more than one contact. Neither the client nor BCC recipients will see who blind carbon has been copied on the Proposal.

Event Date

The Event date is either the arrival date or the first day of Room Block or Meeting Space usage, whichever comes first. Click on the calendar icon to select a date from the calendar.

Expiration Date

The Expiration date determines how long the client may view the Proposal in Proposals Lite. This date is not seen by the client. Click on the calendar icon to select a date from the calendar.

Proposals in Proposals Lite will be archived based on the Expiration date. Later, after you have created Proposals in Proposals Lite, you will be able to display and sort by both Event date and Expiration date.

You may navigate the calendar by month and year. The single-arrow icons will navigate to the next or previous month. The double-arrow icons will navigate to the next or previous year.

Welcome Message

In the “Welcome Message” field, you may customize/personalize the Proposals to your client’s needs. For best results, create a personal message to your client that references specific details you may have discussed.

You may also use the standard text formatting and editing tools to further customize your message and spell check.

You only need to enter the body of your letter. The salutation, closing, contact information and scripted signature facsimile will all be included automatically in the Proposals in Proposals Lite.

Select Standard Content

You have the option of using preset standard content to create your Welcome Message. Just below the text editor, you will see a selection of these. To select something from the list, check the box. To de-select your choice, click on the box again. Administrators control this feature and may Add/Edit/Delete standard content in ‘Settings’.

Message Closing

Use the drop-down to select a closing for your message. You may also type your own.