Once you have reviewed a report and are happy with the quote, you are ready to send the prospect a proposal.
Adjusting the quote
Before sending, review the calculated cleanup and monthly amounts on the report. If you want to change either figure, use Adjust quote to enter your amounts, with a reason if you want one. Both Sajentic's calculation and your amount are recorded with the quote for your reference.
Sending the proposal
Click Review and send in the Next step card on the report page to open the compose screen, then click Send Report to Business. Sajentic generates a branded PDF using your firm's settings and delivers it to the prospect's email address.
Tracking deal status
The report card on your dashboard shows the current deal status, which progresses through:
- Sent — the proposal has been delivered.
- Accepted — the prospect has indicated they want to move forward.
- Declined — the prospect has passed.
When you hear back, open the report and answer the question in the Next step card: Yes, accepted or No, declined. If the prospect answered before you sent anything, click Record the outcome in the same card.
Customizing deal statuses
If your firm uses different status labels, you can configure custom pipeline statuses yourself under Settings → Customizations.