Adding Recipients to Proposals

In some cases, we find that the original recipient is not the authorized signer or decision maker and some times requires you to add a New Recipient. With Proposable, you have the ability to add additional recipients. Here are instructions on how to +Add Recipients to an already delivered proposal: Locate the proposal under the […]

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Disabling Proposal Acceptance

Proposable is a powerful proposal software tool that can help you increase your sales, but it can also support other document types such as Contracts, Pre-Proposals, Case Studies, Whitepapers and much more! With that being said, some features may not apply to the document you are trying to send. If you’d like to send a […]

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Fillable Fields

Not only does Proposable give you professional e-signing in your proposals, but we also let you collect other info from your prospects with Fillable Text Fields. Prospects are asked to fill these fields out during the proposal acceptance. Place text fields throughout your proposal wherever you need to collect extra info from your prospect and we […]

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Countersigning Proposals

Setting your proposals up for CounterSignatures is easy. Many companies need to “Countersign” their proposals once the client has signed and accepted so that the proposal is considered “complete”. Place CounterSignature Fields Simply drag signature fields out on top of your proposal content wherever you need to countersign and adjust the signature field to be […]

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Adding Signature Fields to your Proposals

You can collect signatures anywhere inside your proposals by adding “Signature fields” to your Proposals, or Proposal Templates.  Simply drag them out and place them on top of any proposal section to get started. Once the proposal is delivered, the recipient will be taken through a simple process to accept and sign the proposal in the areas […]

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