Proposal Approval
DrillerDB's customer portal streamlines the proposal approval process by allowing customers to review, approve, and request changes to proposals entirely online. This self-service approach reduces friction in the sales process and accelerates project timelines.
Customer Experience
When you send a proposal, customers receive an email containing a secure link to view their proposal details. The link provides token-based authentication, ensuring only authorized recipients can access proposal information. No customer account creation is required, reducing barriers to engagement.
The proposal view presents all project details in a clean, easy-to-read format. Customers can review line items, pricing, project scope, and terms at their convenience. The interface works seamlessly on desktop computers, tablets, and mobile devices, allowing customers to review proposals wherever they are.
Approval Workflow
Customers can approve proposals with a single click. When approved, the system immediately notifies your team, allowing rapid transition from proposal to project execution. This instant notification eliminates delays from missed emails or lost paperwork.
If customers have questions or want to request changes, they can add comments directly in the portal. These comments are delivered to your team in real-time, enabling quick responses and proposal revisions. The entire conversation history remains visible, preventing miscommunication and maintaining context.
Proposal Revisions
When customers request changes, you can update the proposal in DrillerDB and the customer automatically sees the revised version through their existing secure link. No need to send new emails or generate new access links. Customers can compare versions and approve the updated proposal when satisfied.
The system tracks all proposal versions and approval attempts, creating a complete audit trail of the negotiation process. This documentation proves valuable for understanding customer requirements and resolving any future disputes about agreed terms.
Email Tracking
DrillerDB tracks when proposal emails are opened and when customers view proposal details in the portal. This visibility helps you understand customer engagement and time follow-up communications effectively. Know when to send a reminder versus when a customer is actively reviewing your proposal.
Email tracking provides insights into the sales process, showing average time from proposal delivery to approval. Use this data to improve proposal templates, pricing strategies, and follow-up timing.
Security and Access Control
Proposal access uses cryptographically secure tokens that expire after a configurable period. This security approach protects sensitive pricing information while maintaining convenience for legitimate customers. Tokens can be regenerated if a customer loses access or needs to share the proposal with additional stakeholders.
The system logs all proposal access attempts, providing visibility into who viewed proposals and when. This audit trail supports security requirements and helps track engagement from customer teams with multiple decision-makers.
Integration with Sales Process
Approved proposals automatically trigger workflow transitions in DrillerDB. Project status updates, team notifications, and scheduling processes can begin immediately upon customer approval. This automation eliminates manual status updates and reduces the time from sale to project start.
Proposal data flows seamlessly into project records, ensuring information consistency throughout the project lifecycle. Customer requirements, special instructions, and pricing details documented during the proposal phase remain accessible to field crews and project managers.