Proposales

This guide will show you how to create and edit your Template library.

Creating Templates

This article explains how to quickly adapt your templates for multiple markets.

Localize your Templates

Easily keep the guest informed on the status of their request.

Booking Status

Simple vs Detailed view

Proposal templates are great, but if you want to add extra notes or comments to your customer, this article is for you.

Communicating with your Customers

Counter sign your contracts automatically

Counter Signing

Send a proposal

When the request changes, you can edit your proposal rather than starting from scratch.

New Version - Editing Active and Accepted Proposals

You can cc other recipients to your proposals for a more collaborative workflow

Multiple recipients: Signer and CC

Internal Notes

Dynamic text that supports an efficient and reliable workflow for your team

Smart Text

Edit templates

Request customer invoice details automatically and save your team some admin.

Invoicing

Allows users to create templates and send proposals

Proposals Section

Find answers and get help from Intercom Support and Community Experts

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