Create send and track proposals


Create proposal
Navigate to the Proposals list in the header menu, you will see the "New" button. Clicking it will pop up a list of templates you can use. The template list consists of the...
Create client
Navigate to the Clients list in the header menu, you will see the "New" button. Clicking it will pop up a modal dialog with name and email fields to enter for your client. ...
Saving a template
Navigate to your proposal page, and on the panel on the right hand side you'll find this icon. Clicking it will pop up a modal dialog with a name field for your template. F...
Custom fields
Custom fields (or tokens as they are called in similar solutions) are parts of the proposal that are dynamic. You can bind simple texts into them, or you can integrate formulas. Imagine using Excel fo...
Sending a proposal
Navigate to your proposal page, and on the panel on the right hand side you'll find the "Send" button. Make sure you choose a client first, in order to be able to send ...
Proposal properties
On the right hand side in the proposal creator, are the proposal properties. You can see the current status of your proposal there, and also change the appearance of it. List of properties: ...
Proposal activity
Each action that is taken on the proposal, from the creator or the client, is recorded, so you'll have a clear insight of the process of creating the proposal until closing it. Below is an example ...
Proposal tracking
Once you send the first version of your proposal to your prospect, it's time to dive into analytics, in order to close the deal faster. On the screen below you can see that there are two versions s...