FAQ

Answers to common questions

+1

18 articles in this collection
Written by Joakim Green, Carl Röckert, Sinead Kimberley and 1 other

Image and video specifications

What size should my proposal images be?

Written by Sinead Kimberley
Updated over a week ago

How else can I use Products?

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

Written by Sinead Kimberley
Updated over a week ago

Simple vs Detailed view

Written by Carl Röckert
Updated over a week ago

Email notifications sent to the customer

Written by Magnus McCabe Egmar
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

How do I send a proposal on behalf of a colleague or field sales?

Discover the perfect way for in-house sales teams to support their field sales colleagues

Written by Sinead Kimberley
Updated over a week ago

Managing Products

How to edit, delete and duplicate products

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

Email notifications to sender

Written by Magnus McCabe Egmar
Updated over a week ago

How to edit templates

Written by Carl Röckert
Updated over a week ago

How to create products

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

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

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