Proposition FAQ's

Proposition FAQ's

Frequently Asked Questions - Proposition

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Q: How do I sign up to Proposition?

A: Proposition is available by annual subscription. Please contact us for more information.

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Q: Does Proposition have a limit to the number of proposals I can create per month?

A: No, users can create unlimited proposals.

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Q: Can Client Data, the Proposition CRM tool be used as stand alone product?

A: Yes, provided you have a Premium Proposition license, you can add CRM-only users for a small monthly fee.

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Q: Can I make my proposal profile bespoke?

A: Absolutely.  There are a huge range of options to allow you to make your profile specific to you and your brand. Our design team can help you create a range of pages which best reflect your business.

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Q: Can I extract financial detail from Proposition to other programmes?

A: Yes. Data from any searchable table can be exported as a .csv file. 

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Q: How does Proposition calculate my commission?

A: Proposition calculates commission based on the commission pricebook you have selected.  You can choose whether to include or exclude revenue share or a % of out of bundle spend in the calculations.  Proposition will automatically recalculate your final commission amount, taking into account any commission adjustments or additional non-standard discounts you offer.

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Q: Can I create proposals for fixed line products?

A: Yes.

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Q: Does Proposition require a software download?

A: No. Proposition is cloud based, accessible from any device, anywhere.

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Q: Are the proposals I create visible to other users in my organisation?

A: Only 'parent' users will be able to see your proposals. Others with the same access level as you, will only see their own.

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Q: Can I add my own products such as landline offerings, vehicle tracking and other add on services?
 
A: Absolutely, users can add their own range of products either using My Products and Services, or by submitting the data to us.  We'll create a new 'brand' icon which lists all of your products.
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