Inviting Team Members

Whether you are a small team or team of 100, Proposable allows you to share content, proposals and other valuable information. Not only can you take advantage of our Collaboration feature, but you can track sales and proposals as well as gain reporting insights through the Dashboard. Here’s how to invite other team members to […]

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Changing Proposal Ownership

Changing ownership from one user to another is quick and simple. Start by locating the proposal(s) in the Proposals tab > In Progress. Check the box to the left of the desired proposals and click on Actions > Change Owner. A window will pop-up which will ask you which user to assign the proposal to. […]

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Proposal Collaboration

Collaboration is an easy way for team to work together on proposals. Invite team members to discuss and edit your proposal Receive notifications when you are mentioned Add tasks and assign to team members View collaborators Add important details about the prospect or deal that you want visible to all team members Manage and review […]

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