Proposals

Learn everything from creating to sending proposals and everything that follows

25 articles in this collection
Written by Sabrina Barron and Rob Lucas

Creating and Editing Proposals

Restoring deleted content or pricing tables

Recovering blocks or pricing tables that have been deleted in error

Written by Rob Lucas
Updated over a week ago

Editing an Accepted Proposal

What to do when you need to edit/make changes to an accepted proposal

Written by Rob Lucas
Updated over a week ago

How to approve or deny a Proposal

Approve or send feedback on a proposal

Written by Sabrina Barron
Updated over a week ago

How to set up Manager Approvals

Set up an approval workflow

Written by Sabrina Barron
Updated this week

Creating a new Document/Proposal

Create your web-based, trackable proposal and win your next deal

Written by Sabrina Barron
Updated over a week ago

Proposal AI

Receive tips for proposal improvements from the system itself

Written by Sabrina Barron
Updated over a week ago

Duplicating a Document

How to copy a proposal into template format

Written by Sabrina Barron
Updated this week

How to delete a signed document

How to delete a proposal you sent and signed as a test

Written by Sabrina Barron
Updated this week

Sending Proposals

Requesting approval for a Document

How to get your Document approved so you can send it

Written by Sabrina Barron
Updated this week

Proposals are not loading/showing an error

What to do if your proposals are showing an error

Written by Rob Lucas
Updated over a week ago

Editing a Document after it is sent

Changing proposals after sending

Written by Rob Lucas
Updated this week

Resend Documents for free

We do not charge for resending documents

Written by Rob Lucas
Updated this week

Sending Documents from your own email client

Send your document link in a regular email

Written by Rob Lucas
Updated over a week ago

How to password protect your proposals

Add a password for an additional layer of access protection

Written by Sabrina Barron
Updated over a week ago

Changing the email button text

Editing the "Read Your Document" email button

Written by Rob Lucas
Updated this week

Sending limit: Explained

Information about your proposal allowance

Written by Sabrina Barron
Updated over a week ago

Digital Signatures

Collecting multiple signatures on one Proposal

How to allow multiple people to sign or countersign yourself

Written by Sabrina Barron
Updated over a week ago

My client can't sign their proposal

The signature block is missing when my client opens their proposal

Written by Sabrina Barron
Updated over a week ago

Countersigning Proposals

Is there a requirement to countersign your proposals?

Written by Rob Lucas
Updated over a week ago

Digital Signatures: Explained

Get your Proposals signed online with Digital Signatures

Written by Rob Lucas
Updated over a week ago

Proposal Tracking and Analytics

What information gets tracked

Get notified about what happens with your proposal

Written by Sabrina Barron
Updated over a week ago

Editing the Proposal Value on your Dashboard

How to change the value of a proposal so your pipeline is accurate

Written by Rob Lucas
Updated over a week ago

How to read document tracking

The statistics revealed by document tracking data

Written by Sabrina Barron
Updated this week

PDF

Exporting proposals to PDF format or print

Converting your onscreen proposal to a PDF that can be saved/downloaded and printed

Written by Rob Lucas
Updated this week

Online and PDF version differences

Why you might spot small discrepancies between the online proposal and the PDF version

Written by Rob Lucas
Updated over a week ago