Editing and publishing a Proposal Overview

This article covers how you can edit and update a proposal, including editing blocks, removing blocks and key steps to follow when an address has been manually entered during the Proposal creation.

General Proposal Editing

1. Navigate to the left-hand side panel and select Current Proposals. 

2. Navigate to the desired proposal and select Edit. 

3. Select Next.

4. Click on the section you wish to edit and adjust as necessary. 
Note: Via the panel highlighted below, you are able to change text formatting such as fonts, sizing, color, etc. 
 

5. If you wish to hide a section of your proposal, click on the Eye Icon which will disable the section. 
 

6.To re-order your proposal sections click here

7. Once you have completed editing the proposal, click Publish on the top right-hand side.
 

8. To generate a proposal URL, Click Here

Note: If the proposal has been accepted, it can no longer be edited. 

Manually Entered Address Additional Steps

When an address is manually entered during the proposal creation, a number of sections will be blank by default and requre editing to complete or removal if not required. These sections include: 

• Main Property Image
• Property Deatils 
• Property Image Grid
• Comparable Sections (Sales, Sold, Leased, Lease)

If an address is manually entered to create a proposal, the following features will not be available:

• Graphs (Market Trends, Sales Activities, Demographics 
• Notes (Accepted, Published, Viewed) will not send to Agentbox CRM.

1. In the Your Property section, select the Add Properties for Sale then click on Edit.

2. Click on Upload to add images to the library.

 3. Choose to either drag and drop your image files or click on Select Files to browse your PC and upload. Once uploaded, click on View in Library.

4. Select the image you wish to display as the main image, then click on Save. 

5. Select the Property Details section, then click on Edit to open the property details screen.

6. In the property detail screen, the manually entered address will manually appear. Complete all other required information and click on Save. 

7. Select the Property Image Grid then click Edit.

8. Click on Upload to add more images to the library. Select the required images from the library, click and drag them into the position you would like them to appear on the grid, then click on Save.

8. To update the comparable sections, locate either Recent Comparable Sales or Current Properties for Sales sections, select the blank image grid, then click on Edit.

9. Complete the search parameters are required and click on Select. Select those properties you would like to add as comparable and click Add Select Property.

Note:  When Radius Search is clicked, this message will appear: "You've entered the address manually, so we couldn't locate the address in the data source. Please use the suburb search or address search."

10. Confirm the selected Comparable properties and click on Save.