Features of the proposal editor
By Pat and 2 others3 authors32 articles
- Provided Proposal Templates
- My Proposal Templates
- Proposal Statuses
- Service Types & Billing Rules
- Price Types
- Projects
- Catch up periods
- Multiple Signatures
- Proposal Options
- Deposits
- Placeholders
- How to add videos to a proposal
- Setting a quantity
- Defining the proposal term: Proposal Start Date & Minimum Contract Length
- Editing active services
- Renew a proposal
- View, Download and Print a Proposal PDF
- Saving Proposals
- The New Proposal Editor and Zapier
- Send proposals in bulk
- Proposal review process
- Apply a price increase
- Accept on your client's behalf
- How to apply discounts to services
- Proposal add-ons
- Proposal expiry
- Standard Proposal Editor
- Standard or Advanced Editor? Key Feature Differences
- Apply bulk price updates
- Add a landing page to your proposals
- Adjust active service prices in bulk
- Attaching additional documents to a proposal