'Sales Brochure' / Custom-Package Builder Lead Gen Form to Proposal Automation
complete
jon smith
I'd like to be able to send Leads a full 'Sales Brochure' or Package Builder link, so that they can pick from my various freelance packages, which as they click each checkbox, updates the price oof the project as they choose each feature.
After the lead submits the completed brochure, I can choose to convert this to a Proposal with all the packages and deliverables automatically completed, with prices etc.
I'd like to be able to edit this proposal before it is then sent to the Lead.
(see HoneyBook for good example of this working well, which I think Hectic really would benefit from having).
Geoff Mina
complete
Agreements V2 adds this functionality.
FIRAT BAYRAM BAKIR
Checkout form - yes please.
A
Amy Dudbridge
Great idea - especially if the brochure can be created on Hectic and then embedded onto your website for additional marketing
J
Jason Hein
This looks like it would be an awesome feature to have, it would be nice if you could integrate it into a webpage also.
Erica Collins
This would be a great feature to have!
jon smith
Here's an example of what a 'package builder' for Lead's would look like (from Honeybook). When the lead has chosen their preferred package and optional add-ons, then this could then autogenerate a Proposal with those selected items in the final quote/proposal for them to sign before moving to invoice. Really feel this is a huge part of the workflow missing for freelancers in the current version of Hectic that would really be so useful to have.