The Templates and Constants feature in Proposals allows for predefined values and calculations to be built into proposal templates. These constants can streamline calculations and ensure consistency across proposals. They can be shared across subaccounts within an account tree, ensuring consistency while allowing local modifications.

Constant Concepts

1. Constants as Placeholders:
   • Constants serve as placeholders for values that are commonly used in proposals. These placeholders allow you to apply specific values, such as labor rates or material costs, in a consistent way across multiple proposals.
2. Defined at the Proposal Bid Type Level:
   • Constants are defined at the Proposal Bid Type level, where they are assigned a name and an enterprise-level value. This enterprise value serves as the default, ensuring that all proposals based on this bid type use the same predefined data for consistency.
3. Local Adjustments at the Subaccount Level:
   • Although constants are defined at the enterprise level, their values can be updated at the subaccount level to represent local conditions (e.g., regional labor rates). This feature provides flexibility, allowing subaccounts to adjust the constant values without altering the template structure or logic.

Proposal Line Item Use Concepts

1. Planning Constant Use:
   • It is important to carefully plan how constants will be used in your templates. By predefining critical data points, such as labor rates or sales tax percentages, you ensure that proposals are built with accurate and consistent values.
   • Best Practice: Plan out which proposal fields will benefit from constant use and where these constants should apply. Understanding how constants influence calculations will help streamline future proposals and ensure accuracy.
2. Using Constants in Formulas:
   • A key advantage of constants is their ability to be used in formulas for more complex calculations. For example, you can use constants to calculate labor or material costs based on predefined values, which can then automatically adjust based on other inputs.
   • Best Practice: Using constants within formulas (e.g., multiplying a labor rate by the number of hours) provides flexibility and ensures that changes in the constant are reflected automatically in all related calculations.
3. Avoid Using Constants as Default Values:
   • While constants are helpful in calculations, using them as default values for fields can lead to complications when putting a line item on a template. For example, if a constant is set as the default for a specific field and used on a template, the constant is filled with the value when the line item is put on the worksheet. Therefor when the template is saved, the field value is saved not the constant placeholder.
   • Best Practice: Avoid setting constants as default values in proposal line items. Instead, use constants for calculations, allowing the system to dynamically apply the correct values based on the context of the proposal.

Using Constants in Templates

1. Defining Constants:
   • In the Bid Types tab of Proposal Setting, constants are defined with labels, field types, and default values.
   • These constants can be used for default values, calculating totals, material costs, labor rates, and other frequently used values.
   • Example:
     • Field Label: Constant in Default Value
     • Field Value: Number, Calculate, Text
     • Constant Key: This is created by the system to guarantee uniqueness {c_Labor Rate_48}
2. Sharing Templates with Subaccounts:
   • Once constants are built into a template (visit Proposal Templates), they can be shared with subaccounts. The subaccount will inherit the template but can adjust constant values as needed to reflect their specific circumstances (e.g., local labor rates or taxes).

Advantages of Using Constants in Templates

• Time Efficiency: Predefined constants reduce the need for manual data entry and streamline proposal creation.
• Uniformity: Using constants ensures consistency in calculations, especially when templates are shared across multiple subaccounts.
• Flexibility: Constants can be adjusted at the subaccount level, allowing for local variations without altering the core template.

1. Bulk Change to a Sales Cycle now updates Milestones
2. Action Plan Step – Change Contact Type
   1. also requires Sales Cycle Setting
   2. can’t be blank
3. Contact Profile – Quarantine Email now shows a reason
4. Duplicate lead Accepted now launches Action Plan
5. Duplicate leads created from simple lead form has been stopped
6. Improvements to Username or Password Reset
7. SMTP Settings UX improvement
8. Searchable list of Accounts (in more places)
9. Searchable list of attachments
10. Contact List Search improvements
11. Calendars – 2 way sync with new External Calendar Sync
12. Franchise Estimate Count Report
    1. Emailed properly
    2. Links to raw data
13. User Settings
    1. password changed immediately effects access
    2. archived user immediately effects access
    3. Archived User removed from New Lead Email
14. Lead Routing – Duplicate Check for Multi-level Accounts to Subaccounts by Round Robin
15. Notifications –
    1. Archive search to include contact name
    2. View Assigned User in right side panel
16. Proposal
    1. Bid Type Multiplier
    2. Clear Signature now generates a History Note
    3. Show more of the Field Header for longer fields
    4. Block Editor – Cover Page, About Me, Terms and Conditions – Limited Release
17. Thumbtack Integration to accept Appointments
18. Templates for Notes / Log-a-Call
19. Contact Profile
    1. Quarantine Email – now shows a reason
    2. Opportunity Count shows above the field

Triggers are a way of extending the automation in ClientTether and they are based on Notifications. If a Notifications is generated then you can tell the system to launch an Action Plan or a Text/Email Template. Not all Notifications are included.

Adding videos to emails can bring numerous benefits to your email Templates and Action Plans. Here are some of the key advantages:

1. Increased engagement: Videos are a highly engaging form of content that can capture people’s attention and keep them interested for longer. When you include a video in your email, you provide your audience with an immersive experience that can help you stand out from the competition.
2. Improved click-through rates: According to research by HubSpot, adding a video to your email can increase click-through rates by up to 300%. This is because videos are more compelling than static images or text, and they can encourage people to take action.
3. Higher conversion rates: When people are engaged with your content, they are more likely to take the desired action, whether it’s making a purchase, filling out a form, or subscribing to your newsletter. According to Campaign Monitor, including a video in your email can increase conversion rates by up to 80%.
4. Better retention: Videos can help you keep your audience’s attention for longer, which can be particularly useful if you are trying to explain complex concepts or showcase your products or services. By providing an engaging and informative video, you can improve the chances that your audience will remember your message and take action.
5. Improved open rates: According to research by HubSpot, adding the word “video” to your email subject line can increase open rates by 19%. This is because people are curious about video content and are more likely to open emails that promise a video experience.

In summary, adding videos to your emails can be a powerful way to increase engagement, improve click-through rates and conversion rates, better retain your audience’s attention, and boost your open rates. With the right approach, videos can help you create a more compelling and effective email marketing campaign.

The expansion of Tokens has lead to an increase of Users asking about how to build Tokens into custom links or URLs inside of ClientTether. We hope the above video will help your understand this feature.

The first step is understanding what data the URL will accept in the form of Key:Value pairs. In our example the Survey Monkey form will accept three Key:Value pairs:
n:Name, dept:Department (or Company in our case) and t:Title

Next you need to know what tokens in ClientTether are going to provide you with the values you desire. In this example it is {{client.firstName}}, {{client.compName}} and {{client.job_title}}.

Then it is just a matter of putting them together to form the URL.