Integrating Live Chat with your Proposals

Integrating your live chat software so that chat boxes appear on your proposals could be one of the easiest ways to increase your conversions in the history of sales. Fortunately, it's super easy to set it up.

Assuming you already are using live chat, it's as simple as copy and paste.

First, go to Settings, then Integrations and click Live Chat. Choose the provider you use and you should see something that looks like this:

From there, just click the blue 'Integrate with _____' button and a text area will appear that looks like this:

What your proposals now look like

Each live chat provider is different and will show up in different ways. With some, you can tailor the chat box so it shows a different welcome message when they're reading your proposal which we recommend where possible.

Here's what a proposal looks like with Intercom installed for instance:

Best Practices

The first thing you want to do is be respectful. Let them read the thing in peace. People have managed for decades without live chat in proposals so it's our advice that you respect that and simply "be there" if they have any questions.

We recommend you have the message say something like "Hey, I'm in the office so just ping me here if you have any questions". Keep it chill. This is not the place to be salesy.

Experiment with it and find out what works for you.

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