Proposal

All things proposals

Create a Proposal
You can create a new proposal in the tool in two ways A. Using existing proposal templates B. As a blank proposal  Creating Proposal Using Existing...
Fri, 6 Nov, 2020 at 8:48 PM
Edit Proposal
To change content of the proposal or design styling, or client information, currency, etc, you can click on the Edit button on desired proposal in a proposa...
Sat, 9 Oct, 2021 at 8:22 AM
Send/ Email a Proposal
Send a proposal to your client using email wizard. Use Email Wizard to email proposal to your client or remind him/her about proposal sent or thank you ...
Fri, 24 Jun, 2022 at 4:45 AM
Proposal Summary - Proposal Details Page
View Proposal Summary To check proposal summary (actually, it has detailed information if one wants to explore) Locate desired proposal  Click on Pro...
Wed, 5 Jan, 2022 at 6:15 AM
Text Toolbar Controls
Following video will quickly tell you how to add text block to your proposal and updating properties of text elements, changing paragraph style and more. ...
Tue, 14 Jan, 2020 at 10:37 AM
Preview Proposal
There are two ways to preview the proposal before you can send it to your client/prospect. 1. Using proposal listing, click on preview icon/ button 2. Pro...
Thu, 28 Jul, 2022 at 6:36 AM
Set, Update & View Proposal Currency
Do you know, you can have different currency for different proposals? e.g. to send a proposal to a client based in Germany, you can set proposal curr...
Thu, 25 Mar, 2021 at 8:05 AM
View & Upload Document to a Proposal
To view/download existing files or upload new files to proposal View Uploaded Documents Open given proposal in editing mode Access vertical menu o...
Tue, 14 Jan, 2020 at 10:46 AM
Sections List in a Proposal
You can view and manage list of sections in a given proposal.  Section list can be seen on the left side when you preview proposal or open it in Editor mod...
Thu, 20 May, 2021 at 4:10 PM
Add / Update / Delete Placeholder Variable (Yellow Text)
What's this yellow text (text with yellow background)? The text with yellow background is a special kind of text. It is called variable or placeholder...
Fri, 11 Dec, 2020 at 12:53 PM