Better Proposals

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

Rob Lucas

Sabrina Barron

Creating Templates

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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Create your workspace and invite the people you work with.

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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.

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

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

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

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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