Creating, Sending and Managing Proposals

General walk-through of how to create and send proposals and manage your pipeline

Kyle Racki avatar Allan Duquette avatar Luke Shea avatar
25 articles in this collection
Written by Kyle Racki, Allan Duquette, and Luke Shea
Sending and signing proposals

Changes To the Client Preview Page

We've made a few updates. Click here to read all about 'em!
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Written by Allan Duquette
Updated over a week ago

Your Client Preview Page

An overview of what your client preview page does and how to find it.
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Written by Allan Duquette
Updated over a week ago

Client Preview - Branding Your Proposal Page

Looking to make your proposal be all about your brand? Looking to make it all about your client's brand? Here are some pointers!
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Written by Allan Duquette
Updated over a week ago

Client Preview Settings - General Settings

A step-by-step guide to all of the options available in the Client Preview Settings' general tab.
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Written by Allan Duquette
Updated over a week ago

Client Preview Settings - Display Settings

A quick run-down of every option in the Display tab in client preview settings.
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Written by Allan Duquette
Updated over a week ago

Client Previews - FAQs

Some questions about our Client Preview page that's asked frequently.
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Written by Allan Duquette
Updated over a week ago

Sending Your Proposals

Here's a quick guide to the Send page, including editing the body, selecting recipients, and scheduling follow-ups.
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Written by Allan Duquette
Updated over a week ago

Setting Automatic Follow-Up Emails

A quick guide on how to set reminder emails to your client.
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Written by Allan Duquette
Updated over a week ago

Adding Signatures To Your Proposal

A quick guide to adding and editing signature boxes in your proposal and template.
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Written by Allan Duquette
Updated over a week ago

Signing Your Proposal

A quick guide for you and your clients on how to sign your proposal through Proposify.
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Written by Allan Duquette
Updated over a week ago