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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Edit or Update Delivered Proposal

One advantage to using Online Proposal Software like Proposable is the ability to edit or update an already delivered live proposal. This means that you can add to a proposal even though its in the hands of a customer. In some cases, your proposal process may consist of an introduction or pre-proposal which is more […]

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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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Adding Sequential Proposal Numbers

If your business requires the need for a proposal number or “Control Number”, you can enable this in your Settings. Only Owners of the account can enable this feature. You can set the start number to whichever number you’d like. Keep in mind this will only accept numeric characters. To use this functionality, you must […]

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Using Comments & Replies

Comments are the best way to engage your customers during an “In Progress” proposal. It not helps you to ask questions should your customer become dormant, but also consolidates communication within the proposal to a specific Section. There are multiple use-cases and scenarios for the comments feature. Here are a few: A Recipient has a […]

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Duplicating & Delivering Proposals

A very important feature for those that send out proposals with little or no changes each time is the Duplicate feature. This method can also be used for custom proposals but it also cuts down a lot of time when searching for the template that you want. First, start by going to your Proposals tab […]

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Self-Delivery

The Self-Delivery feature allows you to deliver proposals via your email client while still providing the value of Analytics and Notifications. You can enable this feature under Settings, then Deliveries and checking the box “Enable Self-Delivery”. This will allow you to deliver the proposal yourself or download the PDF and print or mail it. The […]

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Downloading the PDF

Proposable is designed to be a proposal delivery and tracking service so you can send elegant and professional-looking proposals. Our system delivers a URL or link to your client where they can view the proposal. Although the online proposal appears like a PDF, our system tracks analytics and notifies you each and every time the […]

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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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