Better Proposals

Rob Lucas

Sabrina Barron

Learn everything from creating to sending proposals and everything that follows

Proposals

Recovering blocks or pricing tables that have been deleted in error

Restoring deleted content or pricing tables

How to use and add different document types within Better Proposals

Using Document types

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

Editing an Accepted Proposal

How to approve or deny a Proposal

How to set up Manager Approvals

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

Creating a new Document/Proposal

Receive tips for proposal improvements from the system itself

Proposal AI

How to copy a proposal into template format

Duplicating a Document

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

How to delete a signed document

Creating and Editing Proposals

How to get your Document approved so you can send it

Requesting approval for a Document

What to do if your proposals are showing an error

Proposals are not loading/showing an error

Setting Expiry dates for your documents

Editing a Document after it is sent

Resend Documents for free

Send your document link in a regular email

Sending Documents from your own email client

Add a password for an additional layer of access protection

How to password protect your proposals

Editing the "Read Your Document" email button

Changing the email button text

Information about your document allowance

Sending limit: Explained

Sending Proposals

How to allow multiple people to sign or countersign yourself

Collecting multiple signatures on one Proposal

The signature block is missing when my client opens their proposal

My client can't sign their proposal

Is there a requirement to countersign your proposals?

Countersigning Proposals

Get your Proposals signed online with Digital Signatures

Digital Signatures: Explained

Digital Signatures

Get notified about what happens with your proposal

What information gets tracked

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

Editing the Proposal Value on your Dashboard

The statistics revealed by document tracking data

How to read document tracking

Proposal Tracking and Analytics

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

Exporting proposals to PDF format or print

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