How can I duplicate a proposal?
Use Case: Suppose say if you want to share the same proposal to different clients without creating the entire proposal from start but just changing the contact details so you can accomplish the same by this feature. In order to duplicate the proposal you need to follow the following steps: Navigate to the Proposal…
How to create a reusable Custom template for Proposals?
1) What is a Custom template? It is a document designed for your business that can be reused repeatedly for your processes. 2) Why you should use Custom templates in Proposals? Creating a Custom template can save a lot of your time. You can use the saved template to create a new proposal. Capabilities…
How to convert Proposal to Invoice in a single click?
Save your time by converting your Proposal to Invoice with a single click. To convert Proposal to Invoice, please follow the below steps: Go to the Proposals listing page from the sidebar. Find the Proposal you wish to convert into the invoice. Click on the three ellipses icon on the right side. Click on…
How can I get a shareable link for the proposal?
Where can you use the shareable links? Shareable links of the Proposals can be used to share the proposal link to the customer in private chats, SMS,etc. How to get the shareable links for the Proposal? From the sidebar, click on proposals to go to the listing. Select the proposal from the proposal table list…
How to use Digital Signature in Proposal?
What are Digital Signatures and in which documents you can use them? A digital signature is a technique used to validate the authenticity of the digital document. It provides the assurances of evidence of origin, identity, and status of an electronic document, transaction, or message and can acknowledge informed consent by the signer. You can…
Schedule Proposals
1. How to schedule a Proposal? Once the Proposal is created and ready to be sent, click on Send. This will open up the email template. Click on the dropdown option beside Send and Click on Schedule. Choose the date and the time when you want to send the Proposal. Click on Set schedule. It’ll…
How to create a Proposal from a PDF file?
1) How to upload the PDF file of a Proposal? Go to the Proposals option from the sidebar. Click on the dropdown option beside + New Proposal and click on Upload Proposal. This will open up the modal window where you can enter the Proposal name, the receiver of the Proposal, and drag and drop…
Proposals Overview
When can you use Proposals? A proposal is sent by the Agency to a Lead indicating the products or services that are to be sold and on what terms and conditions. You can use it for making any document that needs to sign. Agencies use it for sharing information about your company, your team, portfolios,…