Paging

Paging gives you the ability to do 2 main things. 1. Paging automatically breaks your proposal section content up into pages so that your proposal content will look and act consistent on the web version as well as on the PDF. The idea is that your recipient will see the same layout and page-breaks on […]

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Adding Attachments to Sections

Attachments are a great way to include almost any file type that you need to deliver to a client. They can be both standard attachments or they can be added on the fly. In this demonstration, we will add 2 attachments to a Section within a Template and save the section to the Library.   […]

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Proposal templates

Proposal templates are the easiest way to get up and running with Proposable. Within the Library, we provide various free sample templates that you can edit and customize to your liking. Here are 3 reasons you need a free proposal template: 1. Industry Specific Proposals Inside of our Library we provide various industry proposal templates […]

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What differentiates a Draft, Proposal and Template?

Proposable has many features and capabilities, but sometimes we need to understand the various states a document has when creating a new proposal. Within our platform, a proposal has 3 different *states* it can be in. You will notice that in our documentation that we reference “Drafts”, “Proposals” and “Templates” on many occasions. These are […]

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My First Template

Setting up your first Proposal Template is pretty simple, but takes about 20 minutes depending on how much content you have. You can choose from either using an existing proposal template or using one of our Free Sample Templates located in the Library. Content is king when you’re using Proposable because once all of your […]

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Editing Sample Templates

We provide several free sample proposal templates for you to use as either a foundation or framework to get started. Whether it matches your industry or not, the idea behind these were to get you started fairly quickly with several standard sections. Most of these templates come with your basic sections: Cover Page About Us […]

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Custom Merge Tags

Custom merge tags empower you to¬†instantly¬†auto-populate your proposal, contract, or document with customer-specific data and drastically speed up your time-to-delivery. Custom merge tags work best with data that will always be unique for each new proposal delivery. Now, creating and delivering a new proposal is as easy as filling out a short form. How to […]

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