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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Resending Proposals

Resending proposals can be done in a few ways. This is a great way to either “nudge” your customer to get them to view the proposal for the first time or view it again. 1. The first method, is for customers who may have inadvertently deleted or did not receive the proposal. This can be […]

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Enabling E-Signature & Acceptance

Enabling the electronic signature and acceptance to your proposal can be done on Step 3, Delivery. By checking the box to the left of each recipient your recipient will have the ability to see an Accept button at the top right hand corner of the proposal. E-signing helps to both close the deal and get […]

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