Better Proposals

Catalogue your templates/content library elements into folders and set folder permissions

Organizing your Templates and Content library using Folders

Rob Lucas

Adam Hempenstall

Sabrina Barron

Save time with pre-designed templates, learn how to create your own or have one designed for you.

Templates

Use one of our pre-written document examples and win more deals

Adding a template from the marketplace

How do I find example document templates?

The Better Proposal Marketplace carries industry specific templates

Do you have a template for my industry?

Template Marketplace

Save time by adding Merge tags in every step of your proposal workflow

Everywhere you can use Merge tags

How to lock blocks so that they can't be edited by users without permission

Locking Sections or Blocks so they cannot be edited

Create ready-to-use templates inside Better Proposals from your existing content in minutes

Import Word documents using our Document Importer

Also commonly known as merge fields, variables or tokens

Using Merge tags

How to switch between the two viewing modes inside your template.

'Fully Scrollable' vs 'Section by Section' view

A list of our in-built merge tags/merge fields

Using our Default Merge tags

How to create/edit your custom merge fields/tags

Creating/Editing Custom Merge tags

Kicking off the document writing process.

Creating a template

Tailor the template to your business or your next client

Editing and deleting templates

Our document templates are ready to go, or design your own

Using Better Proposals templates vs designing documents

Adding content and individual pages from separate templates into a master copy

Merging Templates

How to structure your blocks so they are ossociated to the correct sections

Organizing your blocks into sections

Creating Templates

How to add content and pages from the Content Library to your Proposals and Templates

Adding content from the Content Library

Save reusable blocks of content or pages to your library

Saving content to the Content Library

Rapidly improve your document creation process by using pre-made blocks and sections.

Using Pre-built sections and content blocks

Optimise your document creation process using the content library.

Using the Content Library

Content Library

Create a killer first impression with a superb document cover

Editing and deleting document covers

Add a beautifully designed cover to your proposals

Creating a cover

Covers

YouTube: Using Better Proposals

Youtube: Proposal Breakdown Episodes

Proposal University

Find answers and get help from Intercom Support and Community Experts

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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