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Communicating with your Customers
Communicating with your Customers

Proposal templates are great, but if you want to add extra notes or comments to your customer, this article is for you.

Updated over a week ago

When you send a proposal, you are sending your customer all the key details to respond to their request. However, there are extra ways in which you can communicate and further personalise your proposals.

πŸ’Œ Introductory Text

Every proposal has an introduction at the top. In this you can write whatever you like and even add formatting, such as headers and bold text. Many of our customers will use this to showcase their hotel and services. But you can also use this for much more. For example, explaining how a guest can interact with the proposal:

Or to add further clarity on the details of their booking:

As it is a free text space, you can communicate anything you wish to with your customer. It can be generic or you can even edit the text in each proposal to that specific guest, the choice is yours.

πŸ’Œ Comments

With every product, you can already include a title, description and images. However, if you want to add a little extra detail, you can use our 'Comments' feature. This can be something you wish to highlight, such as an agenda, that can be saved at the template level.

Or it could be something you can use every now and again when you want to communicate directly with a guest on a particular product. A great use case is when you add an option product that you think your guest will love. You can use the comment to explain why you think they will love it and encourage them to click 'Select' if they agree with you.

πŸ’Œ Add a message to the proposal email

When you click 'Send' on your proposal, you will see a pop-up that asks if you wish to write something else to your guest. This is essentially the email that you would have sent if you were still working with old school PDFs.

Again, you can write whatever you like, and it can be as long or short as you like. Many customers will have a generic response that they just tweak a little to personalise it for this particular guest.

πŸ’Œ Reply to their proposal email

When the guest received their proposal via email, they can even reply to you here and you can have an email exchange just like normal. The best thing about this is that the link to the proposal is in the chain for both of you, so you won't have to search through different email chains to get the full picture.

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