What are Proposals in EverTrue?

Proposals in EverTrue help fundraisers track and manage their solicitation efforts, from initial asks to expected and funded amounts. If your organization has purchased Signal by EverTrue, you can import proposal data, and create and manage proposals directly in our platform!

Below, we will walk you through configuring your proposal form for writing proposals in-platform, followed by how to create and edit proposals. To learn more about where to view proposals after writing or importing them, check out our dedicated article: Viewing Proposals in EverTrue.

Note: Your organization must be importing assignment data via the Portfolio Assignment File to assign solicitors to proposals written in EverTrue. 

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Configuring Your Proposal Form

Whether you’re standardizing the proposal-writing process for the first time or recreating an existing proposal form to use in EverTrue, we offer customization options to fit your team’s needs and requirements. 
As you get started with configuring your form, keep a few things in mind: 

• If your organization did not configure a proposal form during implementation, an EverTrue Owner from your team can contact your Customer Success Manager (CSM) to discuss setup. 
• If you already configured your proposal form, but need to adjust existing fields or add new custom fields, reach out to your CSM.
• If you want to assign specific proposal amounts to proposal stages (e.g., assigning the Ask Amount to the Solicit Stage), notify your CSM to enable this feature. 

Step 1. Establish Internal Proposal Form Expectations 

Before configuring your proposal form, we recommend defining internal guidelines for how your team will use proposals. Consider the following questions:

• How and when will we interact with the proposal form? 
• Will EverTrue’s proposal form be the primary method for entering proposals? 
• Will we continue entering proposals in our database?
• Are we looking to simplify or improve our current process? If so, how?
• What fields are required when writing proposals? 
• What teams will be using this form? Do all teams follow the same process, or do requirements need to be consolidated into a single, organization-wide form?

Step 2. Review Proposal Form Fields

EverTrue’s proposal form includes a mix of standard and configurable fields. If you’d like to mark additional fields as required, or if you need to configure specific fields, reach out to EverTrue Support at genius@evertrue.com. 

Note: If you’d like additional details about some of these fields, take a look at our Proposal File Guide. 

Standard and Configurable Fields

• Additional Prospects: Can be configured by EverTrue.
• Title (Required) 
• Description
• Proposal Type
• Date Created (Defaults to today)
• Solicitors (Required): Up to five can be configured by EverTrue. 
• Solicitor Titles: Can be configured by EverTrue.
• Key Proposals: Indicates which proposals are key proposals. This data can be imported or enabled through a gate.  
• Proposal Stage: Imported values that can be adjusted (added, removed, or updated) in EverTrue.
• Original Ask Date & Amount: Can be set with “If/Then” logic to require both fields if one is entered. 
• Current Ask Date & Amount: Can be set with “If/Then” logic to require both fields if one is entered. 
• Expected Ask Date & Amount: Can be set with “If/Then” logic to require both fields if one is entered. 
• Funded Ask Date & Amount: Can be set with “If/Then” logic to require both fields if one is entered. 
• Active (Yes/No)
• Launchpad (Yes/No): Enabled through a gate, this field indicates the proposal’s inclusion in your Launchpad instance. In our Proposal File Guide, this field is named Proposal Reporting Flag. 
• Confidence Rating (Percentage) 
• Designation Type: Up to five designations (e.g., Annual Fund) can be configured by EverTrue.

Note: If you plan to add new designations or modify existing designation names in your imports, contact EverTrue Support at genius@evertrue.com before importing to prevent issues. 

• Designation Value: Percentage allocation per designation, which can be configured by EverTrue. 
• Custom Fields: Optional, imported by your organization. 

Adjust Character Limits

Some fields in your proposal form have default character limits that can be adjusted upon request:

• Proposal Title: Default limit of 190 characters. 
• Proposal Description: Default limit of 65,534 characters.

To maintain consistency between your EverTrue data and your CRM, you may want to adjust these limits. Reach out to EverTrue Support at genius@evertrue.com for modifications.  

Step 3. Review a Proposal Form Example

Below is an example of how a configured proposal form appears in EverTrue!

If you have any questions about configuring your proposal form, reach out to your CSM or EverTrue Support at genius@evertrue.com. If you are still in implementation, connect with your Implementation Partner.

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Writing Proposals in a Constituent Profile

Once your proposal form is configured and enabled, you can begin writing proposals directly in EverTrue! Below, we’ll walk through how. 

Note: All proposals written in EverTrue will be included in your manual or scheduled proposal exports. 

Step 1. Click Actions in a Constituent Profile 

To add a proposal from a constituent profile, open the profile and click the Actions button in the upper-right corner.

Step 2. Select Add Proposal

Next, select Add Proposal from the dropdown.

Step 3. Complete Proposal Form and Save

An Add Proposal form appears, where you can enter all relevant details. Click Save to finish adding the proposal! 

Once added, the proposal can be found in two primary locations:

1. The constituent’s Proposals tab
2. Your left-hand navigation bar’s Proposals tab

For more information, check out our article on viewing proposals!

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Writing Proposals in the Portfolio tab

If your organization uses our Portfolios tool, you can add proposals directly from your Portfolios tab. 

Step 1. Click a Constituent Card’s Three-Dot Menu

To add a proposal from the Portfolios tab, locate the constituent for whom you want to create a proposal and click the three-dot menu at the top-right corner of their assignment card. 

Step 2. Select Add Proposal 

Next, select Add Proposal from the dropdown. 

Step 3. Complete Proposal Form and Save

An Add Proposal form appears, where you can enter all relevant details. Click Save to finish adding the proposal!

For more information on reviewing proposals after they’ve been written, check out our dedicated article!

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Modifying Proposals

Step 1. Open a Proposal

To modify an existing proposal, navigate to the Proposals tab in your left-hand navigation bar or within a constituent’s profile and click the proposal to open it.  

Step 2. Click Edit

Next, click Edit in the upper-right corner of the open proposal.

Step 3. Adjust Proposal Details and Save

An Edit Proposal popup appears, where you can adjust any proposal form details. After making changes, click Save to finalize the edits.

Note: Both imported and manually entered proposals can be edited in EverTrue.  

Step 4. Delete a Proposal

To delete a proposal, open it and click Delete in the upper-right corner. A Delete Proposal? popup appears, prompting you to confirm that you want to permanently remove the proposal by clicking OK.

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For any other questions, reach out to EverTrue Support at genius@evertrue.com.