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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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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