FAQ

Answers to common questions

Joakim Green avatar Carl Röckert avatar Tina Gibson avatar
17 articles in this collection
Written by Joakim Green, Carl Röckert, and Tina Gibson

Simple vs Detailed view

Tina Gibson avatar
Written by Tina Gibson
Updated over a week ago

Can I switch between including and excluding VAT?

Including and excluding VAT
Carl Röckert avatar
Written by Carl Röckert
Updated over a week ago

Add image to product

Tina Gibson avatar
Written by Tina Gibson
Updated over a week ago

How do I send a proposal on behalf of a colleague?

Discover the perfect way for inhouse sales teams to support their field sales colleagues
Joakim Green avatar
Written by Joakim Green
Updated over a week ago

Edit product

Tina Gibson avatar
Written by Tina Gibson
Updated over a week ago

How to upload a new background picture

Background picture.
Carl Röckert avatar
Written by Carl Röckert
Updated over a week ago

Duplicate product

Tina Gibson avatar
Written by Tina Gibson
Updated over a week ago

How to edit templates

Edit templates
Carl Röckert avatar
Written by Carl Röckert
Updated over a week ago

How to create new product

Products
Tina Gibson avatar
Written by Tina Gibson
Updated over a week ago

Invoicing details

Collect the customers invoicing details in Proposales. Let the team focus on things that matters.
Carl Röckert avatar
Written by Carl Röckert
Updated over a week ago

How to upload, change & delete attached files

Attached files
Carl Röckert avatar
Written by Carl Röckert
Updated over a week ago

Is the recipients accept binding?

Joakim Green avatar
Written by Joakim Green
Updated over a week ago

Can I add custom units?

Joakim Green avatar
Written by Joakim Green
Updated over a week ago

Can I download a proposal as a PDF?

Joakim Green avatar
Written by Joakim Green
Updated this week

Accessibility

Proposales for everyone
Joakim Green avatar
Written by Joakim Green
Updated over a week ago

Can I preview proposals before sending?

Joakim Green avatar
Written by Joakim Green
Updated over a week ago

Can I add terms to a proposal?

Joakim Green avatar
Written by Joakim Green
Updated over a week ago