FAQ

Simple vs Detailed view

Written by Carl Röckert
Updated yesterday

Can I switch between including and excluding VAT?

Including and excluding VAT

Written by Carl Röckert
Updated yesterday

Add image to product

Written by Carl Röckert
Updated yesterday

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 yesterday

Edit product

Written by Carl Röckert
Updated yesterday

How to upload a new background picture

Background picture.

Written by Carl Röckert
Updated yesterday

Duplicate product

Written by Carl Röckert
Updated yesterday

How to edit templates

Edit templates

Written by Carl Röckert
Updated yesterday

How to create a new product

Products

Written by Carl Röckert
Updated yesterday

Invoicing details

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

Written by Carl Röckert
Updated yesterday

How to upload, change & delete attached files

Attached files

Written by Carl Röckert
Updated yesterday

Is the recipients accept binding?

Written by Joakim Green
Updated yesterday

Can I add custom units?

Written by Joakim Green
Updated yesterday

Can I download a proposal as a PDF?

Written by Joakim Green
Updated yesterday

Can I preview proposals before sending?

Written by Joakim Green
Updated yesterday

Can I add terms to a proposal?

Written by Joakim Green
Updated yesterday