Better Proposals

Recovering blocks or pricing tables that have been deleted in error

Restoring deleted sections, blocks 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

Document Checker

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

How to delete a signed document

Quickly duplicate a document with a couple of clicks

Duplicating a Document

Allow multiple users to make edits to the same document at the same time.

Collaborative editing

Share internal comments with your team to speed up your approval process and get documents out faster

Adding internal comments inside the editor

Rob Lucas

Sabrina Barron

Creating and Editing Proposals

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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