Proposales

Learn how to quickly get started sending your first winning proposals

Getting started

This article will show you the basic onboarding steps as well as raise questions you may want to think about for your team.

Onboarding Checklist

Feel confident working in Proposales no matter what language you speak

Proposales in your language

Onboarding - Videos

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

Update your company information

Customize the branding

How to enable proposals in multiple languages

Language settings

How to change currency

Add, remove and manage access to your account

Manage users

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

Image and video specifications

Reject Reason

Account Set-up

Here you will learn how to add products to your Content Library

How to create products

Create your content and products in just one account and ensure brand accuracy across all of your properties.

Shared content

Products are very flexible and can be used as information blocks, real products or even headers.

How else can I use Products?

Products

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

Creating Templates

How to upload a new background picture

Upload attachments

Simple vs Detailed view

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

Localize your Templates

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

Invoicing

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

Booking Status

Templates

Send a proposal

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

New Version - Editing Active and Accepted Proposals

When you are enabled to send even more proposals, you might need some extra help finding them later on.

Search your proposal library

Sending Proposals

Find answers and get help from Intercom Support and Community Experts

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Track the progress of all tickets related to your company.

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