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REALIZER AI features

Onboarding

Sign Up

2.
On the top right corner, click ‘sign up’.
3.
As a design partner, you may sign up without having to worry about the 14 days trial; you will be given 1 month to try it fore free.
4.
Check your email for the verification email.

Create profile

Create your professional profile by keying in your information and work email.

Create workspace

Next, you will be prompted to create a workspace. This workspace will be where your proposals and information will be stored.

Invite Members

Adding new team members

Editing and updating team member invitations via email
You may also change their role to “owner”, “manager”, or “member”
Owner: Owns the proposal and can delete members and proposals.
Manager: Would be able to add and remove members, manage and access common functions
Member: Manage content

Branding

Brand Setup

Select ‘Brand Set Up’ and ‘Add Style’
Select through the AI branding provided by REALIZER based on your logo and banner styles.

Create Proposals

Template

1.
Select existing templates

Tools

1.
Text: Title, Headline, Subheadline, Body Text, small text
2.
Media: image, video, (logo, unsplash = to be available in full version)
3.
Space: small, normal, large
4.
Button (for links): square, rounded, fill, petal
5.
Chart: bar graph (Accordian, Carousel = to be available in full version)
6.
Smart diagram: image and text (Bullet Point, Text box, Text Icon, Timeline, Arrow, Circular Statistics, Bar Statistics= to be available in full version)
7.
Embed: youtube, vimeo, google map
8.
Add chapter (recommended): if you wish to analyze the specific segments of the proposal
9.
Depending on your layout preference, you may select the number of columns you like for the new section.
10.
E-signature

Coming soon

E-payment
AI Recording

Add Account

1.
Go to accounts and click on “add account” to key in new customer’s organization.
2.
Once you have created the organization account, you may start adding in contact information of employees.
3.
Adding account would also include information such as company size, and primary connections in the company.
4.
Should you wish to delete a company’s account, ensure that all proposals are closed.
5.
You cannot delete an account with active proposals

Adding Customers in Account

1.
Should you have multiple contacts for each organization, you may add their contact information into the organization account you have created.
2.
Under “contact→ customers”, you will be able to change customer contacts.
3.
Should you need to delete any employees for the organization, you may proceed to do so under “customers”.

Deal Management

1.
Once you create a deal, it will be set as preparing
2.
Once proposal has been created with “authoring”, deal will proceed to “proposed”
3.
From here, you will be prompted to communicate with your clients by sharing and sending an email to view the proposal
4.
Deal viewed and ready for discussion
5.
Once proposal has been viewed, deal will proceed to “Discussing”
6.
You will be prompted to discuss and review the proposal with your clients
7.
Deal Stakeholders
Within each deal, you can see the:
“stakeholders” of the clients you are discussing with (left)
“co-workers” the people in your organization that are handling the proposal.

Progression

Name: Name of proposal
Account: Name of Customer
Status: Proposed, Discussing, Paid
Lifecycle: Open, Cancelled, Closed

Creating and Sending Deals

1.
Backlogs of conversations and all interactions will be seen in “History”
Once the client has agreed, deal will proceed to “Accepted”

Contracting + Recipients View

Once the deal has been signed, it will proceed to “Contracted”
Deal Paid
Deal Signed
The full cycle of a deal will be completed once it has been paid