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Creating, Sending and Managing Proposals
Creating, Sending and Managing Proposals
General walk-through of how to create and send proposals and manage your pipeline
30 articles in this collection
Written by
Allan Duquette
and
Luke Shea
Creating proposals
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