Overview - How Do Proposals Work

The Proposals tool gives Users the ability to create customized Proposals with unlimited line items and the ability to:

  • Attach introductory and/or contractual language.
  • Collect electronic signatures for approval/signoff.
  • Attach files (like e-brochures and spec sheets).
  • Create image galleries with full color images.
  • Attach images to line items.
  • Attach Proposals to Events (and subsequently run reports on them).
  • Email Proposals to prospects from inside your account.
  • Create and import Proposal Templates into new Proposals.
  • Create and import Line Item Templates into Proposals.
  • Convert Proposals into Invoices in a single click.
  • Copy line items from Proposals into Budgets.
  • Generate a Report on Proposals.

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