When configuring your proposal form, you can assign a particular amount to a specific proposal stage. This will dictate the amount that is highlighted in EverTrue when you are looking at each stage within your proposal. For example, users might assign the Ask Amount to the Solicit Stage, and so forth. To configure this feature, reach out to your Customer Success Manager. 

Establishing Internal Proposal Form Expectations

We suggest having an all-hands internal meeting to establish your proposal form and set guidelines that will be used by your entire institution. Here are a few questions to help get that conversation started:

• How do you expect your users to interact with the form? When? How often? 
• Will EverTrue's proposal form be the primary entry method of proposals? 
• Will your team still be able to enter proposals in your database? 
• Are you looking to simplify or improve your current process? If so, how?
• What fields do you require from your team when writing a proposal? 
• What teams at your institution will be using this form? Does every team use the same process? Will you need to combine requirements from those teams into a singular institution-wide form? 

Breaking Down the Proposal Form

EverTrue's proposal form includes the following fields, some of which are standard and others that are configured. Notes are included next to fields that require configuration assistance from EverTrue below. If you'd like to mark more fields as required by your team, let our EverTrue Support Team at genius@evertrue.com know! We will be able to configure required fields as needed.

• Additional Prospects: These can be configured for you by EverTrue.
• Title (required)
• Description 
• Proposal Type 
• Date Created (defaults to today)
• Solicitors (required): A maximum of 5 of these can be configured for you by EverTrue.
• Solicitor Titles: These can be configured for you by EverTrue
• Key Proposals: Indicate which proposals are key proposals. This information can be imported by your organization or be enabled through a gate. 
• Proposal Stage: These values are imported to EverTrue, but the values in this field can be adjusted (added, removed, or updated) in EverTrue data.
• Original Ask Date & Amount: "If/Then" logic can be implemented for these fields by EverTrue so that if an ask date or amount is input, the corresponding date or amount field will be marked as required. 
• Current Ask Date & Amount: "If/Then" logic can be implemented for these fields by EverTrue so that if an ask date or amount is input, the corresponding date or amount field will be marked as required. 
• Expected Ask Date & Amount: "If/Then" logic can be implemented for these fields by EverTrue so that if an ask date or amount is input, the corresponding date or amount field will be marked as required. 
• Funded Ask Date & Amount: "If/Then" logic can be implemented for these fields by EverTrue so that if an ask date or amount is input, the corresponding date or amount field will be marked as required. 
• Active (y/n)
• Launchpad (y/n): This is set by a gate, and will indicate whether this proposal is included in your Launchpad instance.
• Confidence Rating (percentage)
• Designation Type: Select up to 5 designations for the proposal funds (e.g. Annual Fund). 
• Designation Value: Percentage to indicate how much of the proposal is designated where. These can be configured for you by EverTrue.
• Custom Fields: Optional, these are imported to EverTrue by your institution.

Specific fields in your in-app proposal form have default character limits. When configuring your proposal form, you can request lower character limits for these fields. Currently, the following fields are included:

• Proposal Title - default of 190 character limit.
• Proposal Description - default of 65,534 character limit.

Setting character limits that differ from the above defaults can be helpful for creating consistency between your EverTrue data and the data found in your chosen CRM. If you would like to adjust the default character limits for these fields, let our EverTrue Support Team at geinus@evertrue.com know!

Proposal Form Example 

Take a look at an example of how a proposal form will look in EverTrue once configured! 

All proposals entered in EverTrue will come out in export for you to push back into your database. Reach out to your Implementation Partner or genius@evertrue.com if you have any questions!