Working with Proposals

Working with Proposals

Tracking major gifts and grant proposals is a foundational piece of any nonprofit and with Nonprofit Vertical's Proposal module now everything associated with your major gifts and grants life cycle can be tracked within CRM.

In Nonprofit Vertical CRM, you can create deals by:
  • Entering data in the proposal details form: You can manually fill in the details gathered from various external sources.
  • You can gather data
    through various sources and import the CSV and XLS files into Nonprofit Vertical CRM.
  • On lead conversion, contacts, accounts and deals can be created.

Note:

  • Some of the standard fields may not be visible or editable depending on your organization business process and field-level security settings.
  • In case you want to add or modify fields or would like to know more details on the usage of fields, please contact your System Administrator.

 Create Proposals Individually

You can create proposals individually by:

  • Filling in the details in the proposal creation form.
  • Cloning the proposal with a few changes from the existing deal details.

To create proposals individually:

  1. In the Proposals module, click New Proposal.
  2. In the Create Proposal page, enter the proposal details.
  3. Click Save.

Note:

  • While selecting the Account or Contacts from the Lookup field's pop-up window, there is also an option to create an Account or Contact.
    You can use this option to quickly create an account or contact by providing some mandatory information. You have two options:
    • Click Save. The record will be saved and it will be listed with the other accounts or contacts. You can select it to associate to the deal that you were creating.
    • Click Save & Associate to save the new record and also associate it to the deal that you were creating.

To clone proposal:

  1. In the Proposal tab, click a particular proposal that is to be cloned.
  2. In the Proposal Details page, click More icon > Clone.
  3. In the Clone Proposal page, modify the required details.
  4. Click Save.

 Switch between Proposal views

The Proposal module offers two types of views - List view and Stage view. While the list view displays all the deals one after the other in the order you have sorted them, the Stage view categorizes the deals based on the Proposal Stage.

 List View

The Proposals list view displays the proposals one after the other in rows and columns. The list view is helpful when you wish to see the maximum details of your proposals at one glance. For example, you wish to see the proposal owner, amount, closing date, stage, lead source etc you can customize the list view columns and view all the deals and their details in a single page, one after the other.

 Stage view

The Stage view is helpful when you specifically want to see view proposals categorized by their stages. A single glance at the Stage view will tell you which proposals are in the Closed Won stage, how many in the Closed Lost stage, Negotiation/Review stage and so on and so forth. This view is also applicable when you customize the Proposal Stages.

The proposal under each stage presents the following pieces of information.

  • Proposal Name
  • Proposal Amount
  • Account
  • Closing date
  • Proposal owner (on mouse-hover)
  • Open activity associated with the proposal

Clicking on the proposal will take you to the proposal details page.

 Working with the Proposal Details page

Once you have created a proposal, you can view the details of the proposal in the record's details page. The details page of a
prposal
presents information related to the ask - for example, accounts and contacts related to activities, notes, events, emails and so on - in a single location.

To view  the accounts details page

  1. Click the Proposals module.
  2. Click the desired proposal from the Proposal list view.
  3. You will see the details page of the proposal.

Here is a
quick-tour
of the Proposal's details page:

  1. Switch between the Info and Timeline views.
  • Info - Displays related lists and links associated the proposal.
  • Timeline - Displays a history of actions performed on the proposal's details page (in the last six months).
  • Edit - Allows you to edit the record.
  • More icon - Displays further options that you can perform for the account.
  • Business card view: View top 5 fields related to the account. 
  • Related Lists Section- Navigate to the desired related list from this section. You can add a new related list as well as add new entries to an
    existing related list from this section.
  • Quick stage-update section - Update the Stage and Closing date of a proposal quickly using the quick stage-update section.
  • View related information such as Next Action and Contact details.

 Associate Proposals with Other Records

You can create a 360-degrees view of the proposal to display all the associated details, such as open activities, history of the completed activities, contacts, products, sales stage history, attachments, and notes.

In the Proposal Details page, you can update the following:

  • Proposal Stage History: To view the history of the proposal stage
  • Competitors: To associate competitors
  • Attachments: To attach documents
  • Notes: To add notes
  • Open Activities: To create tasks and events
  • Closed Activities: To display the completed tasks and events
  • Products: To add products
  • Quotes: To create quotes for the proposals
  • Sales Orders: To create sales orders for the proposal
  • Contact Roles: To select contacts associated with the proposal
  • Emails: To send emails to the primary contact of
    proposal

  • Cases: To create cases

Note:

  • For users who have activated the  Mail Add-on - From a proposal, if you send an email to the related contact, the email will be associated and listed under the contact's Email Related Lists.
    Also, the email will not be listed under the Sent Emails from CRM. From the drop-down, you need to select the user's name who sent the emails to view them.
  • When you send mass email from deals, the email will not be associated
    to the related contact.

Map Contact Roles

While prospecting, you may need to contact different people (contacts) to finalize the proposal. It is always better to know the contact's role so that you always have the correct discussion with the right person.

To map contact roles

  1. Click the Proposals tab.
  2. In the Proposals Home page, select the required proposal.
  3. In the Proposal Details page, the contact details, if any, are displayed under Contact Roles section.
    • Click Contact Name, Phone, Email, or Role Name links to sort the display order of the records.
    • Click the relevant Remove link to delete the record.
  4. Click Add Contact Role.
  5. In the Contact Roles Mapping page, for each contact select the role from the Contact Role drop-down list.
  6. Select the check box(es) of the contacts that you want to add. To associate all the contacts, select the select all check
    boxes.


  7. Click Save.

Availability

Profile Permission Required: Users with the Field-level Access permission in profile can access this feature.

 

To customize contact roles values

  1. Log in to Nonprofit Vertical CRM with Administrator privileges.
  2. Click Settings > Setup > Customization > Fields > Proposals> Contact Roles.
  3. In the Edit Contact Roles page, do the following:
    • Click Add Role or Delete Role links, if needed.
    • Modify the existing roles from the Contact Role text box.
  4. Click Save after updating the contact roles.

 Configure Sales Stage Picklist

To add or modify pick list value:

  1. Click Setup > Customization > Fields > Proposals.
  2. From the list of Proposal fields, click the Edit link corresponding to the Stage field.
  3. Modify the existing details, and then click Save
For more information on adding a proposal watch following video:

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