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Proposals
Proposals
Everything you need to know about creating and sharing proposals with customers
A
By Kimberly and 2 others
3 authors
47 articles
Getting started with proposals
Get the most out of Proposals
Creating a proposal from the quote
Editing the proposal
Sections in the proposal
Proposal Analytics
Snippets
Customize Proposals
Editing the cover page
Changing fonts and colors
Why are some sections not seen in the presented or shared Proposal?
Description and Summary
2 articles
Company Details
3 articles
Items
9 articles
Visual Quotes, 360 Images, and Hotspots
6 articles
Service Plan
2 articles
Subscriptions
1 article
Present and Share Proposals
Presenting the proposal
Sharing the proposal over email
Sharing the proposal by URL
Setting the end date and reminders
Download Proposals
Downloading the signed proposal
Customizing the footer of the proposal PDF
Proposal Layouts
Quick Quote proposal layout
Multimedia proposal layout
Proposal Templates
Getting started with proposal templates
Creating a proposal template
Saving proposal settings as a template
Changing the proposal template
Editing the proposal template
Email Templates
Templates for proposals and change orders emails