How to Add Images

Adding images to your proposals can bring your proposal to life yet also add additional descriptions to your product(s) or service(s). Keep in mind that you can add background images to your proposals as well if you’d like to add an underlying layer to your proposal. In this tutorial, we’ll be walking you through adding […]

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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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Changing Proposal Status

In some cases you may need to change the status of a proposal from either In Progress to Accepted or vice versa. Here are a few scenarios on how you can do this or why you may need to do this: You sent a proposal to a client and your client has signed your proposal, […]

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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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Adding a Custom Proposal URL

Branding is an important part of your business and we understand that. This is why we allow for Custom Proposal URL to your proposals. For example, rather than seeing the following: https://acme.proposable.com/ Setting up your Custom Proposal URL will display the following: https://proposals.acme.com or sales.acme.com You can customize this however you like by changing the […]

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Downloading Accepted Proposals

Once a proposal has been electronically signed (e-signed), you have the ability to download and print a copy for your customer or records. To download the signed version of the proposal, simply follow these steps: Go to the Proposals tab Click on Accepted Proposals Locate (or search for) the proposal in question Click Recipients on […]

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Previewing Before Delivering

A common question is, “How do you preview the proposal before sending it to the client?” Well, it’s quite simple and you can do this in Step 3. “Send” under the Delivery Options. Just to the right of each recipient, you’ll see a grey Preview button that will show you exactly what the client will […]

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Renaming Delivered Proposals

Sometimes there’s a need to rename a proposal that has already been delivered for a few reasons. You may need to rename your proposal because you inadvertently sent it with the wrong title or it contains a typo. You need to change it from Pre-proposal to Agreement or another document name. Well, there’s a way […]

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Salesforce Proposal Automation

By connecting your Proposable account to Salesforce CRM you will be able to sync your contacts and deliver professional interactive sales proposals to all your clients and prospects. Depending on your workflow, you can set the integration to automatically create new opportunities for proposals sent to Salesforce contacts, or you can choose to connect and […]

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My First Template

Setting up your first Proposal Template is pretty simple, but takes about 20 minutes depending on how much content you have. You can choose from either using an existing proposal template or using one of our Free Sample Templates located in the Library. Content is king when you’re using Proposable because once all of your […]

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