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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