Proposal Types

Construct the perfect proposal to wow your clients and convince them to sign

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9 articles in this collection
Written by James Ashford and Danielle Fisher

An Overview of Proposal Types

Discover what they are and how to organise your different proposal types.
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Written by James Ashford
Updated over a week ago

How To Edit A Proposal Type

Find out how to edit a proposal type including the PDF content, e-mails and key settings.
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Written by Danielle Fisher
Updated over a week ago

Control The 3 Key Proposal Settings

Control the proposal name, type and where they redirect to
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Written by James Ashford
Updated over a week ago

How to Edit The Proposal PDF

Discover how to control the content you want to appear in each proposal PDF, including graphics, testimonials and proposal sections.
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Written by James Ashford
Updated over a week ago

Proposal Types - Configure Your Emails

Every proposal you create will be sent via e-mail to your clients and staff members. Here's how to configure what these say.
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Written by James Ashford
Updated over a week ago

E-mail Attachments

Decide which attachments you'd like to go with your proposal e-mails, such as the letter of engagement and proposal.
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Written by Danielle Fisher
Updated over a week ago

How To Insert Testimonials Into Your Proposals

Prove the value you can provide to your prospects with well placed testimonials from existing clients
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Written by James Ashford
Updated over a week ago

Add Full Page Graphics To Your Proposals

Make your proposals look amazing and include additional information for your clients
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Written by James Ashford
Updated over a week ago

Choose Your Fonts

Set the fonts which appear throughout the proposal and letter of engagement.
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Written by James Ashford
Updated over a week ago