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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
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
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