MF Training session 4 invoices and proposals_720p.mp4

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As well, but it's everybody played with it a little bit to CRM

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I think okay, okay, so we'll we'll get kind of into it a little bit here and I know Sylvia's gonna sister's a little bit

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Is there any? Let me just open it up the floor real quick

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Is there any quick questions

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for Sylvia on the on a technical side for anything? Remember, we'll be going over the white label the moral, but is there anything besides that that? Xaventeen really much in the group coming through because I

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know we've been tackling most things, so Alrighty, well great job Sylvia

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No, there's no good questions

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Yeah, that's sometimes a good sign, sometimes not

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For these guys, it's definitely a good sign, so let me see

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Yeah, yeah, yeah, yeah, yeah

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Okay, okay, okay

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All right, so what we're going to do here is I'll leave the Silvio unmuted right now and mute

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Okay, so we have our two RIM

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Oh, sorry, does somebody have a question?

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No, sorry, you want me on mute or or not? Oh, no, you can stay just stay live

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Just stay live if you can

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Sure, sure

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You just time in

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So we'll tackling the CRM

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Obviously, we've already had the CRM training out there, so that was just the the CRM part now

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We are over into the proposals and the invoices and know that in order to actually send out an invoice that you would also still have to have the e -commerce set up

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So as we kind of get into it here, let's go right over into proposal because number one, we have to have a lead first off

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So kind of go back and we'll have to have a lead

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And as the old one was, we can add the lead right over in here, but I've already added the lead

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And just to kind of regole over things, you can kind of move it around

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But let's go into this lead here

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This is where I do my task

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And this is where I create a new proposal

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Now I've already gone and made just a simple one up

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And let's go ahead and look at this one and show you it first

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So this is a test proposal, as you can see right over in here

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I want to view this as a PDF I can

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So this would be like, hey, I'm setting this up to a customer

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The customer wants to look at this this proposal

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Like and add any comments if they want

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They can ask

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I think it's interesting here to show the group how a proposal looks like from the eyes of a customer

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So no, no, no, no, if you open that proposal again, and now you see that you have a link down there

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Now if you copy the link and paste it in a incognito mode, so you open another browser window

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No, another browser window because you need to be locked on

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Right

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Right

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So if you open an incognito mode and then you open that

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Great point

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Just open up Firefox

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Yeah

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And then you paste it here

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So let's say that you sent this link to your customer

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Right

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So this is what your customer will see

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Okay

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So just paste it here

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And as soon as the browser wants to do it

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Yeah

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As soon as the browser is wake up, you see that it's different from what you see on the other hand because this is the part that the user that your customer will see

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So as Scotty was saying before, he can add a comment, but especially most interestingly, he can, yeah, he can add a comment

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And then yeah, add a comment, Scotty, sorry, add a comment here

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So that's a customer comment exactly

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And if you now check, if you now go back to our proposal, to the original proposal, we were working on

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Yeah

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You can save it

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You see it's being saved there

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And so now if you go back to the browser window, remember, here now we are playing two roles at the same time

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Right

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We are the creators of the proposal and we are the receivers

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So we are the customer

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And so you will know that you see that there is the comment there

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Now the cool thing, I think, the, oh, better, the even more cool thing of this system, if you go back to the proposal from the client, from the client view, you see that you have these

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two buttons, accept it and sign it and refuse it

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Now refuse it, obviously, we hope nobody ever clicks on that button, but accept it and sign it

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If you click on that, a pop -up pops up

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And then here you, the user can sign it with his name

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Right

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You see, now once he has signed it and accepted the formally accepted the proposal, the proposal becomes accepted

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You see that all the buttons disappear

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And now if we go back to the, to our view and we reload this, you see that it is now accepted

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The proposal has been accepted

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There is also you see a comment that we says when it was accepted

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We see the picture right there and we cannot modify this proposal anymore

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Right

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So the system takes care of the full process, the full funnel from building the proposal to having it signed, but literally signed by the user

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Because again, that is the his signature, the one he actually manually traced on the screen when he accepted it

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Right

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Just wanted to just wanted to make sure we would see also this part of the proposal system

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No, that was so thank you for that

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That's the most important part

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And we had a question

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come in and I used my mouse to sign this if I had it on a tablet or a phone of just using my finger

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Yeah, of course, exactly

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So what this does is essentially puts your business in the palm of your hand

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Yeah

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So really, really, really convenient

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That's, that is basically setting up the proposal

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Now when you just go into create the proposal, I mean, just like everything else, you're just going to follow some of the steps in here, test proposal

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Now you'll see a few different things in here

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Obviously, we have valid to, you know, you pick the date that this is valid up until lead customer

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This is where you would determine who the lead is for the customer

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Yeah, Scotty, let me add another thing very quick here

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The valid until is pretty is a pretty important element because when you make a proposal to somebody, so you have a client and you say, I offer you my web building services

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It's a thousand dollars, but usually you put a valid until to prevent the customer from coming back to you in two years time and say, Hey, look, you said you were going to build me a

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website for a thousand dollar or two years ago

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So if you put a valid until date, the proposal will not be acceptable after that date, right? So the user client, the customer cannot, I mean, will not have access to the proposal or better

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It will still have access, but it will not be able to sign it or to approve it or to do anything on it after that date

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So you forcing basically to respect that approval date

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Perfect

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We also have over on this, we have a drop down

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We're going to, so as you're making the proposal, you can have it as a draft

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It means you cannot send it out

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You can have it as ready where it is signed to come out

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And you can kind of adjust these as you as you will so you actually, no, I'm actually, I mean, I like this section of the platform, even if I actually worked on it a very long

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time ago

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But anyway, if you notice, there is there are two, well, there is no, sorry, there are two interesting statuses

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Well, obviously accepted and signed

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That's pretty self explanatory, but also read and commented

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I think the most interesting one is read, because if you notice, this, well, usually this status would be put automatically by the system when the customer opens it

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What that means is that if the proposal is in red status, it cannot say, I haven't read it, because the system automatically puts the proposal in red status if it clicks on the link

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So you will tell him, look, here, the system says that you read it on that specific date, so you cannot tell me you didn't read it

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Perfect

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So you kind of just, if I'm correct here too, Silvio, so when I'm making a proposal, and I just want to see what looks like I put it in draft, when I want to send it

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out, I just put it in red

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And the other, usually the other statuses that would automatically be applied to a proposal, you wouldn't need that

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That's what I was thinking, exactly

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In the sense that once the user reads it, the customer reads it, then it is in status red, if somebody commends it, then it is in status commented, and then if you accept it, it automatically

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becomes accepting

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Now, it is a drop down here, because you might want to change the status manually, but usually you leave it in status ready, and at that point, the proposal is ready to be checked and all

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that

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Perfect

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Yeah, Joe, I think that answers your question,

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right? Yes

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Let's see here

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Yes

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Yeah, just as yeah, awesome

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So we just save it, and then you have all the other drop downs that come in, and now you're just going to go through this

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And basically, just like everything else, this is where you're going to put in all your information that you want to send out to the client, the intro section, you just fill this out with whatever the

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information that you have discussed with the client, and then this is what you send out to them

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So the cost, the timeframe, everything you're going to do from the turns of service, the about us

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So you would just send that, send that out to them, have that person signed the proposal

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Yeah, Scotty, let me just add a very quick thing

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And as you notice, this tool is meant to help you build proposal, but also structure your thought processes when you actually create it

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So as you notice, we have already added what we think are the most interesting, but not mandatory sections of a proposal

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So a cover page where you put maybe the logo and then user, the customer and your information, you see it is split in two

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So this will actually be shown to the left, the customer data and to the right that your data is the usual way your proposal is presented

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Then you have an intro section, which could be anything that explains what this proposal is about

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Then you have the main section

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And then you have like the timeframe, because the typical sections of a proposal, yeah

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So the idea is not only to give you a tool to create proposals, but also to help you think and to make the process faster by giving you some, let's say, some pre -set sections

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Joe and George, yeah, you are bringing up a very good point

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We are still thinking about adding a library of proposals, so of templates that you can very quickly import

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We are not there yet, but it's something definitely that we will do in the near future

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So you will have like a website builder proposal, I don't know, website maintenance, apps, builder or that kind of stuff, and you will just import it and then edit it and customize it

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Template, proposal templates is definitely something we will soon work on

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Will that kind of work along the line? Do you think we will have a, where we just say it made a perfect proposal and I just want to clone that one? Yeah, because it will be

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similar

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In a sense, we will have some ready -made proposals that you would clone or you could clone your own proposal, so basically building your own templates that you can then reuse anytime you want

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Perfect, awesome

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So yeah, as you guys have chatted in here a little bit, yeah, we're already, we're thinking into the future

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You got to keep in mind that I've been with this for quite a while and Silvio has obviously been the creator of it, so he's way ahead of us for where he's thinking in the thought

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process, so there's a question

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to come in

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Yes, Vyda just came in and asked about the future

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Oh, yeah, Vyda, that's a good idea too

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Yeah, why not? What are we can do down the road to make everything easier on everybody, which usually is they create something once and if you've logged it, but let's make it easy and clone it

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We work it on that with a lot of things, so then we would have the test proposal and then if we wanted to send out an invoice, we would then go and we would send out

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the invoice

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Yep

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My computer's been giving me a little bit of a bug on it, but it looks like here we go

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So then we would create a manual invoice

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Remember, you have to have your e -commerce set up to it as well

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I do not have my e -commerce set up on this one, but then you have the invoice type, paid, unpaid, the customer type lead from the CRM

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So we see right over in here, makes it really easy

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Your status, you can change this manually if you wanted to, but if the person is going to be able to do that, you can change this manually if you want to, but if the person updated

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You just fill in all the information

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There was an EIN tax ID emission date

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So you just basically go through and you fill in all the information for the invoice

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This is the product rose

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So this is where you would put, you know, maybe description what the product is, how many, the cost of it is

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I wanted to add another product

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I would do that right in here

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This is where you can add the tax name, the amount or percentage

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No, it's in comments and then you would just simply save it

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Yeah, the mandatory, I mean, the emission date is in mandatory, but clearly now this invoice will not be saved because, you know, the user, yes, you haven't selected it

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No, I just wanted to show if you go in the drop down, well, yeah, that's probably, I think you need to do a manual one then the process is exactly the same

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The customer type as the manual one above, yeah, there you go, other manual entry

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So here you would just enter the company name and all that

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But I just wanted to show if you, exactly, if you scroll down a little bit in the status, invoice status payment and you change the status to paid, these other fields appear, which basically allow you

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to specify how the invoice was paid

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And if there was any, let's say, transaction fee

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So clearly for PayPal or Stripe, you can specify the transaction ID and if there was an optional transaction fee, so it is attached actually to the invoice

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A question

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came in, can we export it to a CSV file? Can you export what the invoice? Yes, see, not at the moment, honestly, I've never thought about that since I, no, at the moment, no, it could

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be added

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What we are working on is integration with zero and QuickBooks Online, so that basically in the platform management section, you would link your zero or your QuickBooks Online accounts

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And then in that case, there would be automatically uploaded

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Yeah, see, I think it would be then at that point useful to know the format of the CSV file

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In that case, clearly, we could do it because we do it already in a way or better

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We do already have some integrations, for example, here in Italy, there is a thing which is called electronic invoice

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So, yeah, so that's something definitely we can add

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QuickBooks Online is definitely in the making sense

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Yeah, since it is the tool I'm using, so I needed for myself

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We'll be added in not a very distant future

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Perfect, perfect

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So yes, it's always to hear that we're even updating the CRM that we're making as a complimentary feature, which even the WAN was in the channel

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It's just going to be a product by itself, or we want to help everybody succeed

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So is there anything else that we think we need to go over on this? That pretty much takes care of the CRM

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That takes care of it

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The only thing is, now you said, the only thing I just want to make sure everybody understands or has clear is that, as you said, you don't have e -commerce set up

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Now, or better, you don't have a pay follow strive account set up here

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But if you set up a Paypal account or a Stripe account, you can send, or better, no, you can always send the invoices to your user, to your customers, or to anybody

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If you set up a Paypal or Stripe, the customer will find a button which says, pay now

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So I will just stress that this is also an invoice, or better, a building system and a money collecting system in addition to being an invoicing system

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So you are also collected the money through this system without the need to tell, to tell them, send me the money to this account and then manually set the invoice as paid and all strive, which

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is really, really seamless

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So the user enter his credit cards, the invoice is paid, that you get the money, you get an alert, the invoice is marked as paid, and everybody's happy

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And what I would like to do, everybody on this call, send me an invoice

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Don't make it for $100, but send me an invoice for a couple of pennies, if you will

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You have my email address, let me say it out loud, it's de -carter4410 a Gmail, de -carter4410 Gmail

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Go ahead and set up an invoice, set up a proposal, send me it, and then I will run it through my credit card, if you will

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And then also I am going to make a full video where I will go through the entire process of the proposal and invoice where I'll run a transaction on my own and have that also as

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a video

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So we'll tackle both sides of it too

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We'll fully test it

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Yes, 4410

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So I'll type it in D

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Okay

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Is there any other questions?

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What is the least amount you can bill? It all depends on what's the least amount paypal, like a penny? Yeah, I mean, we don't have a minimum amount

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I guess we rounded two dashes, so it's one cent, technically

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Yeah, so we don't have a limit on that, it would paypal, Stripe, square, not before launch

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Yeah, not before launch

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Okay, so I will do that and if everybody sends me a proposal today, obviously that means that it'll be tested too as well

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I don't mind, just whatever I'll put through everybody who sends me something, I will fill out the proposal, I will do the invoice

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So just send me it and I will run the transaction so you guys can see what it looks like on your end for a completed transaction

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I think that's probably about it

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I have no other questions

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in

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Silvio, thank you so much

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Yeah, thank you guys, as usual

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Thank you Scotty, as usual

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I mean, that's something

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And we'll be on tomorrow morning

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We've got a few meetings scheduled for tomorrow, morning, so we'll be on then

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Alrighty, everybody, so have a good rest of your day and we'll chat with you tomorrow

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This video will be posted up later on today

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Yep, bye everybody

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Bye everybody