Creating, Sending and Managing Proposals

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

31 articles in this collection
Written by Allan Duquette, Luke Shea, and Andrew Dunn

Creating proposals

Document Settings: Managing Your Default Fields

Learn the ins and outs of adding and removing the optional default fields from the Document Settings page

Written by Andrew Dunn
Updated this week

Creating a proposal

The basics of setting up a new proposal, adding a client and choosing a template

Written by Allan Duquette
Updated over a week ago

Commenting and Mentions

Here's a brief outline on how to get collaborating with your team and your clients in your proposals.

Written by Allan Duquette
Updated over a week ago

Document settings

Setting up a new proposal or changing it's settings

Written by Allan Duquette
Updated over a week ago

Client Preview Settings - Hierarchy

Need to know which preview settings come first: Template or Workspace? Click here for an overview.

Written by Allan Duquette
Updated over a week ago

Attaching files to proposals

How to attach files to proposals both for internal team members and for clients to download

Written by Allan Duquette
Updated over a week ago

Client Input Forms - Collecting payment details

Here's a brief note on why that's not a good idea.

Written by Allan Duquette
Updated over a week ago

Client Input Forms 101 - Add, Edit and Delete

An introduction guide to Client Input Forms - a great feature to help you collect important information from your clients.

Written by Luke Shea
Updated over a week ago

Input Forms - How to Fill Them

Here are some quick and easy tips about using Client Input Forms to enhance yours and your clients’ experience.

Written by Luke Shea
Updated over a week ago

Moving Pages Between Sections

Looking to move pages around your proposal? Here’s a quick guide on how to do that.

Written by Allan Duquette
Updated over a week ago

Sending and signing proposals

Adding Signatures To Your Proposal

A quick guide to adding and editing signature boxes in your proposal and template.

Written by Allan Duquette
Updated over a week ago

Unassigned Signatures

Looking to get a sign-off on your proposal, but don't know the person with signing authority? Click here for a solution!

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.

Written by Allan Duquette
Updated over a week ago

Signature Data

Wondering when your client signed? Need to see when it was signed in your time zone? Click here for a breakdown of your signature activity.

Written by Allan Duquette
Updated over a week ago

Proposal Forwarding - Best Practices

Looking to get the most out of proposal forwarding and unassigned signatures? Click here for some tips and tricks.

Written by Allan Duquette
Updated over a week ago

Proposal Forwarding

Want your gatekeeper to spread the word for you? Click here to see how they can use Proposal Forwarding to get your message out.

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.

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.

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.

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!

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.

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.

Written by Allan Duquette
Updated over a week ago

Proposal Presentation Mode

Want to learn how to streamline your tech stack? Click here to learn how to use your proposal as a sales deck.

Written by Allan Duquette
Updated over a week ago

Client Previews - FAQs

Some questions about our Client Preview page that's asked frequently.

Written by Allan Duquette
Updated over a week ago

Managing your content

Streams

Looking to break up your pipeline to better organize your active proposals? Click here to see how our streams feature can help you out.

Written by Allan Duquette
Updated over a week ago

Proposal Status

This article walks you through the stages of your proposal, from draft to won, and what it means for your account.

Written by Allan Duquette
Updated over a week ago

Changing proposal status

How to mark a proposal as sent, won, lost, or archived

Written by Allan Duquette
Updated over a week ago

Archiving Proposals

A quick guide on how to free up your active proposals and get rid of excess content.

Written by Allan Duquette
Updated over a week ago

Deleting Proposals

Want to wipe a proposal from your account? Here's how to do it.

Written by Allan Duquette
Updated over a week ago

Tagging Your Content

Looking to better organize your content? Here's a quick guide to adding and removing tags for each item in your library.

Written by Allan Duquette
Updated over a week ago

Managing Your Sections

Is your section library looking a bit cluttered? Here's how to sort your sections so you can find what you're looking for when you need it.

Written by Allan Duquette
Updated over a week ago