Rollout: Bulk Creating Proposals (1 hour)

How to bulk create proposals for all your clients

Nicole Baptiste avatar
Written by Nicole Baptiste
Updated over a week ago

Please note that this feature is only available on our Professional and Scale Plans.

If you have multiple proposals that you need to create and send, take advantage of our bulk proposal creation process!

This process is most suitable when you need to create more than 20 proposals. Otherwise we suggest using the Duplicate function or to create the proposals you need from Provided or Custom proposal template options.

Video Tutorial

See this article for further details on the prerequisites and spreadsheets, you need to complete your BKO.

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