FAQ

Simple vs Detailed view

Written by Carl Röckert
Updated over a week ago

Can I switch between including and excluding VAT?

Including and excluding VAT

Written by Carl Röckert
Updated over a week ago

Add image to product

Written by Carl Röckert
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

Written by Joakim Green
Updated over a week ago

Edit product

Written by Carl Röckert
Updated over a week ago

How to upload a new background picture

Background picture.

Written by Carl Röckert
Updated over a week ago

Duplicate product

Written by Carl Röckert
Updated over a week ago

How to edit templates

Edit templates

Written by Carl Röckert
Updated over a week ago

How to create new product

Products

Written by Carl Röckert
Updated over a week ago

Invoicing details

Collect the customers invoicing details in Proposales. Let the team focus on things that matters.

Written by Carl Röckert
Updated over a week ago

How to upload, change & delete attached files

Attached files

Written by Carl Röckert
Updated over a week ago

Is the recipients accept binding?

Written by Joakim Green
Updated over a week ago

Can I add custom units?

Written by Joakim Green
Updated over a week ago

Can I download a proposal as a PDF?

Written by Joakim Green
Updated over a week ago

Can I preview proposals before sending?

Written by Joakim Green
Updated over a week ago

Can I add terms to a proposal?

Written by Joakim Green
Updated over a week ago