Generating custom proposals quickly and accurately for sales reps is paramount. With IRIS, you can design a template using Microsoft Word, add optional placeholders and create custom presentations in minutes.
Merchant fees can be calculated using the IRIS CRM Proposal Generator to generate simple to understand side-by-side comparisons. It easy to make adjustments to previously generated proposals without having to start from scratch.
Uploading Your Custom Proposal Generator Template
To create and save a new proposal template in IRIS CRM follow these steps:
1. Create your template in .rtf format. While creating your template you can place multiple placeholders in your document which will be replaced with real data once the proposal is generated. For more information on available placeholders and their meanings, please see the Template Placeholders reference table in the section after this one.
2. Go to Manage > Administration > Leads > Proposal Generator Templates
3. On the Manage Proposal Templates page click on the "Add New Template" button. Then using the pop-up which appears, enter the title of your proposal, upload the .rtf you created in step 1 and optionally set up group, user class and user access permissions. When finished, click the "Add" button on the pop-up and your template will be saved:
4. Your template will now be shown on the list of available Proposal Generator templates. If needed, you can always make changes in your templates or modify the template settings using the provided actions:
5. To make this the Default Template, click the Make This Template Default button. A gold star will appear before the title denoting its default status.
Template placeholders are special keywords provided for optional use by IRIS CRM. These placeholders are preceded and followed by two percentage characters (%%) as their syntax. Anywhere you choose to insert a placeholder, IRIS CRM will automatically populate the applicable calculations using the data entered on the Proposal Generator form.
When the Proposal Generator is creating your proposal, it will replace each placeholder using the real value for the type of information that the placeholder represents.
The table below provides a list of the available placeholders and the values that they represent:
|%%current_total_volume%%||Current Total Volume|
|%%current_total_fees%%||Current Total Fees|
|%%current_total_newfees%%||New Current Total Fees|
|%%current_total_savings%%||Current Total Savings|
|%%volumey%%||Approx. Total Yearly Volume Processed|
|%%savings%%||Total Monthly Savings|
|%%asavings%%||Total Annual Savings|
|%%tsavings%%||Total Savings Over 3 Years|
|%%current_effective_rate%%||Current Effective Rate|
|%%proposed_effective_rate%%||Proposed Effective Rate|
|%%current_user_first_name%%||User's First Name|
|%%current_user_last_name%%||User's Last Name|
|%%current_user_full_name%%||User's First & Last Name With Space In Between|
|%%current_user_phone%%||User's Phone number|
|%%current_user_email%%||User's Email address|
|%%current_user_mobile%%||User's Mobile Number|
|%%current_user_fax%%||User's Fax Number|
|%%current_user_role%%||User's Role In Company|
Template Usage Example
As an example, here is a Summary of Audit table which is typically shown on the last page of your proposal:
When the proposal is created, the placeholders are replaced with real values, and the Summary table from our example may then appear as shown in the next screenshot: