Group 65
Go to Better Proposals
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Proposals
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
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 over a week ago
Creating a 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 proposal
How to copy a proposal into template format
Written by
Sabrina Barron
Updated over a week ago
Restoring deleted content
Recovering content that has been deleted in error
Written by
Rob Lucas
Updated over a week ago
How to delete a signed proposal
How to delete a proposal you sent and signed as a test
Written by
Sabrina Barron
Updated over a week ago
Sending Proposals
Requesting approval for a Proposal
How to get your Proposal approved so you can send it
Written by
Sabrina Barron
Updated over a week ago
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 proposal after it is sent
Changing proposals after sending
Written by
Rob Lucas
Updated over a week ago
Resend proposals for free
We do not charge for resending proposals
Written by
Rob Lucas
Updated over a week ago
Sending proposals from your own email client
Send your proposal 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 Proposal" email button
Written by
Rob Lucas
Updated over a week ago
Sending limit: Explained
Information about your proposal allowance
Written by
Sabrina Barron
Updated over a week ago
Digital Signatures
Digital Signatures: Explained
Get your Proposals signed online with Digital Signatures
Written by
Sabrina Barron
Updated over a week ago
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
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 proposal tracking
The statistics revealed by proposal tracking data
Written by
Sabrina Barron
Updated over a week ago
PDF
Exporting proposals to PDF format or print
Converting your onscreen proposal to a PDF that can be saved and printed
Written by
Rob Lucas
Updated over a week ago
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