Automatically Expire Proposals

Set your proposals to automatically expire. Proposals that never get a definitive “Accept” or “Decline” action taken, will typically stay active and in your In-Progress area until you manually move them. ┬áIt can be cumbersome to go back through all your old proposals move the stale ones to the “archived” folder. We’ve solved this chore […]

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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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