How it works

Inbox works just like a regular email inbox, but smarter and tailored for request for proposals (RFPs). Some of the highlights:

  • Convert requests to proposals in seconds – 3 simple clicks is all you need
  • Works with any website form – use your current design & logic

1. Getting started

Activate Inbox

To active Inbox for your account, use the invite link and follow the instructions. At the step where the address to your inbox is displayed, copy it and use it when connecting your website forms with Proposales. (It contains your inbox_token)

Not a developer? Talk to us and we'll help you out!

2. Integration process

Connect with your HTML website form

Inbox works with any website form, simply replace the address where you form should be posted. No visual changes needed.

<form action="https://proposales.com/api/public/i/{inbox_token}" method="POST">
   <!-- Your input fields -->
</form>

Connect with a form using webhooks

This is super easy! 👉 See how

Default fields

Make sure to name your input fields like this:

  1. first_name 
  2. last_name 
  3. email (we recommend to use type="email"  for this input)
  4. company_name  (optional)
  5. phone_number  (optional)
  6. message  (optional, displayed in request excerpt)

3. Extras

Custom fields

Inbox works with unlimited custom fields, simply name your additional <input> fields and it's content/value will be collected to the request.

<!-- Example 1 -->
<input name="number_of_guests" type="number" value="" />

<!-- Example 2 -->
<input name="arrival_date" type="date" value="" />

<!-- Example 3 -->
<select name="pet">
    <option value="dog">Dog</option>
    <option value="cat">Cat</option>
</select

Submit redirect

If you're using a regular POST submit you can still setup a redirect to a specific website address on success:
<input name="redirect" value="https://example.com/thank-you.html" type="hidden" /> 

Custom language

Default language is English, however you can override that with another language so that confirmation emails will be in you preferred language. Here’s an example for sv (Swedish):
<input name="language" value="sv" type="hidden" />  

Custom webhooks

Get in touch with us if you want to setup custom webhooks – possible anywhere between the request and accepted proposal.

Available events:

  • Request submitted 
  • Proposal created
  • Proposal sent 
  • Proposal viewed 
  • Proposal accepted / Proposal rejected 

Connect to Google Analytics

Contact us for information on how to set this up with your Google Analytics account using Google Tag Manager.

4. Setting up a new form?

Talk to us about it. We’ll share our best practices on how to do this. There’s a lot of business to win if you do this correct!

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