3 years ago Blog

5 Easy Steps to Building a Proposal Using Proply

by Proply

Get ready to win more listings, Proply Beta is now live!

To get you started here is our 5 step guide to building a beautiful proposal with Proply, in just 5 minutes.

Step One: Vendor & Property Details

It all starts with the property. Complete the address in the search bar and we will locate it on a map for you. If you have connected your Pricefinder account (with three simple clicks) all the property data will auto-populate. No account, no worries, simply enter the relevant info.

Update your vendor details and step one is complete!


Step Two: Introduction, Previous Sales & Case Studies

Introduction: Create a Title and a description for the proposal, details of your agency and upload a gallery of images to represent your brand.

Previous Sales: Click “add previous sales” if you are connected to Pricefinder we will recommend some for you to select. Otherwise, simply click “create previous sales” and add in the relevant info.

Case Studies: Showcase your success stories with Proply’s intuitive case study module. You can create a case study from any accepted proposal with a few simple clicks, or build one from scratch.


Step Three: Timeline & Sales Strategy

Never fumble around with complicated timelines again! Simply enter the phases with dates and we will plot them chronologically for you. Input items and prices under each phase. Tick “include in strategy” for an item to be added to the vendor investment total. If you want to make a recommendation only, tick the strategy box but don’t enter a price. Or, if you want an item to appear on the timeline only (e.g. open for inspection) don’t tick the strategy box… it’s that simple!

Step Four: Commission Structure

Explain your fees, complete your commission structure and provide an indicative sales price.

There is also the option here to add multiple Additional Sections. Share anything with your vendor in these sections.


Step Five: Choose Theme & Send

For the final step, simply select your theme from three beautiful options. Click send and you’re done! Your proposal will be published as a secure, interactive website with the link sent by both email and SMS to your vendor.

Keep an eye out on your dashboard, email and SMS. We will updated you on views, callback requests and ultimately acceptance by your vendor!

Now you just need to give Proply Beta a try… We hope you enjoy using Proply as much as we have enjoyed creating it for you.

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If you have any questions about Proply, please email support@

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Beautiful proposals that win business.