Proposales

Watch this video for a short introduction to your Settings Section

To Watch - Introduction to Settings

Allows users to configure preferences of use.

Settings Section

Learn how to update your contact information, background image, logo, and more.

Languages

Feel confident working in Proposales no matter what language you speak

Proposales the platform, in your language

If you wish to change your currency or use more than one currency in your Proposales Account continue reading.

Currencies

Explained why we recommend the Standard Tax setting over Simplified and None.

Tax settings- how they are used in a proposal

Company

When you work with multiple accounts, it is super easy to jump between them.

Navigate between different accounts

Team (Users/Access Management )

User Roles

This article will help you to decide what user role your colleagues need

Difference between Admin, User and Spectator?

Managing central teams across large hotel organisations

Adding users to multiple accounts

Add, remove and manage access to your account

Manage users

Team

As well as having an Account Summary about your venue, you can also have a personal profile for each of your sales team.

Profile Settings

Your profile

Reject Reason

Pick your brand and font colours for those little proposal details ✨

Custom Branding

Proforma Invoice

Customize the branding

Additional Settings and Features for your Company

App Store

Get personal recommendations for a timely follow-up on every proposal.

"Follow-up" Section

Ordering of follow-up

Why is my proposal not in Follow-up?

Follow-up

Email notifications to sender

Email notifications sent to the customer

Notifications

Find answers and get help from Intercom Support and Community Experts

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