Proposals in Myra are more than just documents; they are interactive, trackable experiences designed to close deals faster. By moving away from static PDFs to web-based proposals, you gain insights into recipient behavior and remove the friction of printing, signing, and scanning.
Building a High-Converting Proposal
The Proposal editor uses the same powerful drag-and-drop technology as our site Designer.
1. Structure your Document
A standard professional proposal should include:
- Cover Page: High-quality imagery and your branding.
- Executive Summary: A brief overview of the project and goals.
- The Solution: Detailed breakdown of how you will help the client.
- Pricing & Options: Interactive tables (see below).
- Terms & Conditions: The legal "small print."
- Signature Block: Where the magic happens.
2. Personalisation with Tokens
Don't waste time typing "Dear [Name]" manually. Use merge tokens to pull data directly from your CRM:
{{contact.first_name}}- Greeting the recipient.{{deal.title}}- Referencing the specific project.{{deal.value}}- Pulling in the quoted amount in $ USD.{{user.name}}- Automatically inserting your own name as the sender.
Interactive Pricing Tables
One of the most powerful features is the dynamic pricing table.
- Line Items: Add descriptions, quantities, and unit prices.
- Multi-Currency Support: Set your default to $ USD for local clients.
- Optional Items: Let the client choose "Add-ons." For example, you might offer a "Priority Support" package for $99.00 extra. If the client ticks the box, the total at the bottom updates instantly.
- Discounts & Tax: Apply percentage or fixed-value discounts and configure VAT settings to remain compliant.
The Sending Process
When your proposal is ready, click Send.
- Recipients: You can send to multiple people. You can choose if they all need to sign, or if just one signature is sufficient.
- Custom Email: Write a tailored message that includes the unique, trackable link to the proposal.
- Expiration: Set an expiry date. After this date, the link will become inactive, encouraging the client to act quickly.
The Recipient Experience
The client receives an email and clicks the link. They are taken to a branded, mobile-responsive web page.
- No Login Required: Friction is the enemy of sales. Clients can view and sign without creating an account.
- Comments & Chat: If the client has a question about a specific clause, they can highlight the text and leave a comment. You'll get a notification and can reply in real-time.
- Engagement Tracking: You can see exactly how many times they opened the document and which pages they spent the most time on.
E-Signatures & Legal Validity
Myra provides legally binding e-signatures.
- Signature Types: Recipients can type their name (using a range of cursive fonts), draw with a mouse/touchscreen, or upload an image of their physical signature.
- Audit Trail: Every signed proposal generates a Certificate of Authenticity. This includes IP addresses, timestamps, and a unique hash of the document content at the time of signing.
- Compliance: Our signatures are designed to meet the requirements of the UK’s eIDAS regulations and the US ESIGN Act.
Post-Signature Automations
The moment a proposal is signed, Myra can trigger a chain of events:
- Move Deal: The deal is automatically moved to the "Closed Won" stage in your Pipeline.
- Generate Invoice: An invoice for the deposit (e.g., $500.00) is automatically created and sent to the client.
- Notify Team: Your operations team gets a notification to begin the onboarding process.
- Internal Folder: A PDF copy of the signed agreement is automatically saved to the client's file vault.
Best Practices
- Video Introductions: Embed a short Loom or YouTube video on the cover page to add a personal touch.
- Social Proof: Include a page for testimonials or case studies to build trust.
- Follow-up: If a proposal hasn't been opened within 48 hours, use an automation to send a friendly SMS nudge.
Common Pitfalls
- Large Images: High-resolution photos are great, but ensure they are optimized for web so the proposal loads quickly on mobile devices.
- Token Errors: Always use the "Preview" mode to ensure your tokens are populating correctly before sending to a client.
FAQs
Can I export the signed proposal as a PDF? Yes, both you and the client can download a PDF version of the signed document at any time.
What happens if I need to make a change after sending? You can "Withdraw" the proposal, make your edits, and re-send. The previous link will be disabled to ensure the client only sees the most up-to-date terms.
Is there a limit to how many proposals I can send? No, all plans include unlimited proposals and e-signatures.