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course.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
TURN KEY ONBOARDING
Creating visually stunning proposals in Proposa is quick and easy. With our turn key onboarding, we'll do the heavy lifting and create your first proposal while you sit back, watch, and learn. You Supply The Content Provide us with a proposal you've used in the past, a PowerPoint or a PDF, and we'll transform it into a gorgeous digitalexperience.
PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
PROPOSA: BUILD INTERACTIVE PROPOSALS AND DITCH THELOGINTOURPRICINGTEMPLATESREQUEST A DEMOTRY FOR FREE Proposa takes the guesswork and artwork out of your sales process. Works on Any Device. Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A Simple and Uncluttered UI. There's no learning curve here. INTERACTIVE PROPOSAL TEMPLATES THAT ARE STUNNINGLY BEAUTIFUL Proposa has templates fit for any business of any size. Take a look at our expertly designed templates and put your sales process on a newcourse.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
TURN KEY ONBOARDING
Creating visually stunning proposals in Proposa is quick and easy. With our turn key onboarding, we'll do the heavy lifting and create your first proposal while you sit back, watch, and learn. You Supply The Content Provide us with a proposal you've used in the past, a PowerPoint or a PDF, and we'll transform it into a gorgeous digitalexperience.
PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
WHITE LABELED PROPOSAL SOFTWARE, BUILD PROPOSALS QUIKCLY Now you can white-label your own digital proposal software solution. Proposa's white-label proposal platform lets you sell better, smarter,and faster.
CREATE, SEND, AND GET YOUR PROPOSALS SIGNED INSTANTLY No. A signed proposal is considered final. You will no longer be able to edit proposals that have been signed off on. You can, however, create new copies of new proposals based on those signed proposals. UNDERSTANDING USER LIMITS IN PROPOSA Account Owner This is the person that starts the account and has the ability to manage your company's subscription settings as well as invite new users and manage all proposals.; Administrator Administrators can update company settings, manage users, and manage proposals. They cannot manage billing settings. Editors Editors can manage the full library of proposals, but cannot manage company GET A FREE AND PRIVATE ONE-ON-ONE PROPOSA DEMO Interested in how Proposa will help differentiate your business from your competitors? Register for a live one-on-one demo to see how. PROPOSAL ANALYTICS, PROPOSAL INSIGHTS, PROPOSAL HEATMAPS Understand what your prospect is looking at and for how long. Instantly show heatmap visualizations of what content sections were looked at and for how long.. DITCH THESE VOCABULARY PITFALLS IN YOUR NEXT PROPOSAL Language matters. The way people read and hear certain words may evoke emotions and instincts that even they’re unaware of. Fortunately, it’s easy to substitute these common words and phrases to ensure that you’re putting forth your best effort.PROPOSAL STATES
Proposal States. Proposa has a preset list of states that your proposal can be in at anytime. You can change the state of any proposal by opening the proposal editor and modifying the state at the upper right. Each proposal state has a color indicator that can be seen on other Proposa screens including the Dashboard, the ProposalLists and
ELEMENT CONTENT ATTRIBUTES On the left, you'll see a few options to help stylize your table. First row as header will create specific styles to create a distinct header out of the first row.Include footer will give you some additional text space to go below the table.. The three buttons above the table will allow you to add a row, add a column, or trim the table which will remove whole rows or columns with no values inTERMS & CONDITIONS
Terms & Conditions. Last updated: January 25, 2018. Read Terms of Use Before Accessing Website. This is an agreement (this "Agreement") between you and Proposal PROPOSA: BUILD INTERACTIVE PROPOSALS AND DITCH THELOGINTOURPRICINGTEMPLATESREQUEST A DEMOTRY FOR FREE Proposa takes the guesswork and artwork out of your sales process. Works on Any Device. Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A Simple and Uncluttered UI. There's no learning curve here. INTERACTIVE PROPOSAL TEMPLATES THAT ARE STUNNINGLY BEAUTIFUL Proposa has templates fit for any business of any size. Take a look at our expertly designed templates and put your sales process on a newcourse.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
PROPOSA ACADEMY
The Proposa Academy features articles from top salespeople on how to prospect, plan, propose, qualify, and close your next deal.CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
TURN KEY ONBOARDING
Creating visually stunning proposals in Proposa is quick and easy. With our turn key onboarding, we'll do the heavy lifting and create your first proposal while you sit back, watch, and learn. You Supply The Content Provide us with a proposal you've used in the past, a PowerPoint or a PDF, and we'll transform it into a gorgeous digitalexperience.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
PROPOSA: BUILD INTERACTIVE PROPOSALS AND DITCH THELOGINTOURPRICINGTEMPLATESREQUEST A DEMOTRY FOR FREE Proposa takes the guesswork and artwork out of your sales process. Works on Any Device. Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A Simple and Uncluttered UI. There's no learning curve here. INTERACTIVE PROPOSAL TEMPLATES THAT ARE STUNNINGLY BEAUTIFUL Proposa has templates fit for any business of any size. Take a look at our expertly designed templates and put your sales process on a newcourse.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
PROPOSA ACADEMY
The Proposa Academy features articles from top salespeople on how to prospect, plan, propose, qualify, and close your next deal.CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
TURN KEY ONBOARDING
Creating visually stunning proposals in Proposa is quick and easy. With our turn key onboarding, we'll do the heavy lifting and create your first proposal while you sit back, watch, and learn. You Supply The Content Provide us with a proposal you've used in the past, a PowerPoint or a PDF, and we'll transform it into a gorgeous digitalexperience.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
PROPOSA ACADEMY
The Proposa Academy features articles from top salespeople on how to prospect, plan, propose, qualify, and close your next deal. PUBLISHED PROPOSALS IN PROPOSA, PROPOSAL SOFTWARE Draft These proposals are still being worked on by you or your team and are not accessible by your prospects.; Published These proposals are open and accessible by your prospects. Proposals in this state count against your Published Proposal Quota; Won Congratulations! You've won. Proposals in the Won state are inaccessible by your prospects and do not count against your Active Proposals quota. PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
CREATE, SEND, AND GET YOUR PROPOSALS SIGNED INSTANTLY Digital Signatures Allow your prospects to digitally sign and agree to your proposal.; PDF Final Documents You and your prospect will get a PDF copy of the proposal sent to your email inbox. PROPOSAL ANALYTICS, PROPOSAL INSIGHTS, PROPOSAL HEATMAPS Understand what your prospect is looking at and for how long. Instantly show heatmap visualizations of what content sections were looked at and for how long.. CREATING YOUR FIRST PROPOSAL Title - Give your proposal a descriptive title. This will help you find your proposal for later use. Theme - We have 4 solid themes from which to choose. You can get more information on our themes here. Permalink - This will be the base format of the link that will be sent to your prospects.. Value - This is the amount you value the opportunity as. This number will be used in your analyticsCREATING A PROPOSAL
Table of Contents This article will take you through creating an automatically generated table of contents for your proposal. ELEMENT CONTENT ATTRIBUTES On the left, you'll see a few options to help stylize your table. First row as header will create specific styles to create a distinct header out of the first row.Include footer will give you some additional text space to go below the table.. The three buttons above the table will allow you to add a row, add a column, or trim the table which will remove whole rows or columns with no values inPROPOSAL STATES
Proposal States. Proposa has a preset list of states that your proposal can be in at anytime. You can change the state of any proposal by opening the proposal editor and modifying the state at the upper right. Each proposal state has a color indicator that can be seen on other Proposa screens including the Dashboard, the ProposalLists and
DEFINING PROPOSAL RECIPIENTS You can either click the Select All box to the top right to toggle on notifications for everyone or manually make your selection by clicking the check mark to the right of each recipient. Once you've made your selection, simply press the Send Notifications button to the bottom right to generate an email to each recipient with a unique link for each for proposal viewing. PROPOSA: BUILD INTERACTIVE PROPOSALS AND DITCH THELOGINTOURPRICINGTEMPLATESREQUEST A DEMOTRY FOR FREE Proposa takes the guesswork and artwork out of your sales process. Works on Any Device. Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A Simple and Uncluttered UI. There's no learning curve here. INTERACTIVE PROPOSAL TEMPLATES THAT ARE STUNNINGLY BEAUTIFUL Proposa has templates fit for any business of any size. Take a look at our expertly designed templates and put your sales process on a newcourse.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
TURN KEY ONBOARDING
Creating visually stunning proposals in Proposa is quick and easy. With our turn key onboarding, we'll do the heavy lifting and create your first proposal while you sit back, watch, and learn. You Supply The Content Provide us with a proposal you've used in the past, a PowerPoint or a PDF, and we'll transform it into a gorgeous digitalexperience.
PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
PROPOSA: BUILD INTERACTIVE PROPOSALS AND DITCH THELOGINTOURPRICINGTEMPLATESREQUEST A DEMOTRY FOR FREE Proposa takes the guesswork and artwork out of your sales process. Works on Any Device. Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A Simple and Uncluttered UI. There's no learning curve here. INTERACTIVE PROPOSAL TEMPLATES THAT ARE STUNNINGLY BEAUTIFUL Proposa has templates fit for any business of any size. Take a look at our expertly designed templates and put your sales process on a newcourse.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
TURN KEY ONBOARDING
Creating visually stunning proposals in Proposa is quick and easy. With our turn key onboarding, we'll do the heavy lifting and create your first proposal while you sit back, watch, and learn. You Supply The Content Provide us with a proposal you've used in the past, a PowerPoint or a PDF, and we'll transform it into a gorgeous digitalexperience.
PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
WHITE LABELED PROPOSAL SOFTWARE, BUILD PROPOSALS QUIKCLY Now you can white-label your own digital proposal software solution. Proposa's white-label proposal platform lets you sell better, smarter,and faster.
CREATE, SEND, AND GET YOUR PROPOSALS SIGNED INSTANTLY No. A signed proposal is considered final. You will no longer be able to edit proposals that have been signed off on. You can, however, create new copies of new proposals based on those signed proposals. UNDERSTANDING USER LIMITS IN PROPOSA Account Owner This is the person that starts the account and has the ability to manage your company's subscription settings as well as invite new users and manage all proposals.; Administrator Administrators can update company settings, manage users, and manage proposals. They cannot manage billing settings. Editors Editors can manage the full library of proposals, but cannot manage company GET A FREE AND PRIVATE ONE-ON-ONE PROPOSA DEMO Interested in how Proposa will help differentiate your business from your competitors? Register for a live one-on-one demo to see how. PROPOSAL ANALYTICS, PROPOSAL INSIGHTS, PROPOSAL HEATMAPS Understand what your prospect is looking at and for how long. Instantly show heatmap visualizations of what content sections were looked at and for how long..CREATING A PROPOSAL
Table of Contents This article will take you through creating an automatically generated table of contents for your proposal. DITCH THESE VOCABULARY PITFALLS IN YOUR NEXT PROPOSAL Language matters. The way people read and hear certain words may evoke emotions and instincts that even they’re unaware of. Fortunately, it’s easy to substitute these common words and phrases to ensure that you’re putting forth your best effort.PROPOSAL STATES
Proposal States. Proposa has a preset list of states that your proposal can be in at anytime. You can change the state of any proposal by opening the proposal editor and modifying the state at the upper right. Each proposal state has a color indicator that can be seen on other Proposa screens including the Dashboard, the ProposalLists and
PRIVACY POLICY
Privacy Policy. Last updated: January 25, 2018. Acknowledgement and Acceptance of Terms. Proposal Engine, Inc., a Delaware corporation doing business as Proposa PROPOSA: BUILD INTERACTIVE PROPOSALS AND DITCH THELOGINTOURPRICINGTEMPLATESREQUEST A DEMOTRY FOR FREE Proposa takes the guesswork and artwork out of your sales process. Works on Any Device. Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A Simple and Uncluttered UI. There's no learning curve here. INTERACTIVE PROPOSAL TEMPLATES THAT ARE STUNNINGLY BEAUTIFUL Proposa has templates fit for any business of any size. Take a look at our expertly designed templates and put your sales process on a newcourse.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
CREATE, SEND, AND GET YOUR PROPOSALS SIGNED INSTANTLY Digital Signatures Allow your prospects to digitally sign and agree to your proposal.; PDF Final Documents You and your prospect will get a PDF copy of the proposal sent to your email inbox. PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
PROPOSA: BUILD INTERACTIVE PROPOSALS AND DITCH THELOGINTOURPRICINGTEMPLATESREQUEST A DEMOTRY FOR FREE Proposa takes the guesswork and artwork out of your sales process. Works on Any Device. Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A Simple and Uncluttered UI. There's no learning curve here. INTERACTIVE PROPOSAL TEMPLATES THAT ARE STUNNINGLY BEAUTIFUL Proposa has templates fit for any business of any size. Take a look at our expertly designed templates and put your sales process on a newcourse.
INTERACTIVE & DIGITAL PROPOSALS FOR ANY INDUSTRY. SEE WHAT The Proposa interface is elegant and simple allowing you to concentrate only on what matters. Easily Add Your Content Proposa provides 5 building blocks that allow for limitless options. Add text, multimedia, tables, lists, or slideshows, with ease. Save For Later Don’t spend time building what’s already been built.PROPOSA PRICING
Proposa has 4-tiers of pricing that's fit for any business in any industry. For less than you spend on Starbucks every month, you can boost your win rate.LOGIN | PROPOSA
Your Next Win is a Sign In Away. Don't have an account? You can signup here.
CREATE, SEND, AND GET YOUR PROPOSALS SIGNED INSTANTLY Digital Signatures Allow your prospects to digitally sign and agree to your proposal.; PDF Final Documents You and your prospect will get a PDF copy of the proposal sent to your email inbox. PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
CREATE NEW ACCOUNT
3. Personal Information of Users. To participate in the Platform, you must create an Account. When you register for an Account, we will request certain personal information, such as your name, address, email, telephone number, financial information, and other relevantinformation.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. SELL BY HELPING: HOW NOT TO COME ACROSS AS ANOTHER SALES Seek first to focus on your customer, develop authentic trust, and understand pain points and goals. Then propose how your offerings will solve their challenges. Your prospects readily lean into these authentic partnerships in which their success is the primary goal, and your sales performance improves as a result of these loyal,service-based
WHITE LABELED PROPOSAL SOFTWARE, BUILD PROPOSALS QUIKCLY Now you can white-label your own digital proposal software solution. Proposa's white-label proposal platform lets you sell better, smarter,and faster.
PROPOSAL BUILDER, DIGITAL PROPOSAL BUILDER, PDF PROPOSALS Build stunningly beautiful digital proposals that transform instantly to stunning printable documents. Proposa delivers the best of bothworlds.
GETTING STARTED
Welcome to the Proposa developer hub. You'll find comprehensive guides and documentation to help you start working with Proposa as quickly as possible, as well as support if you get stuck. UNDERSTANDING USER LIMITS IN PROPOSA Account Owner This is the person that starts the account and has the ability to manage your company's subscription settings as well as invite new users and manage all proposals.; Administrator Administrators can update company settings, manage users, and manage proposals. They cannot manage billing settings. Editors Editors can manage the full library of proposals, but cannot manage company GET A FREE AND PRIVATE ONE-ON-ONE PROPOSA DEMO Interested in how Proposa will help differentiate your business from your competitors? Register for a live one-on-one demo to see how. CREATING YOUR FIRST PROPOSAL Title - Give your proposal a descriptive title. This will help you find your proposal for later use. Theme - We have 4 solid themes from which to choose. You can get more information on our themes here. Permalink - This will be the base format of the link that will be sent to your prospects.. Value - This is the amount you value the opportunity as. This number will be used in your analytics PROPOSAL ANALYTICS, PROPOSAL INSIGHTS, PROPOSAL HEATMAPS Understand what your prospect is looking at and for how long. Instantly show heatmap visualizations of what content sections were looked at and for how long..PROPOSAL STATES
Proposal States. Proposa has a preset list of states that your proposal can be in at anytime. You can change the state of any proposal by opening the proposal editor and modifying the state at the upper right. Each proposal state has a color indicator that can be seen on other Proposa screens including the Dashboard, the ProposalLists and
ELEMENT CONTENT ATTRIBUTES On the left, you'll see a few options to help stylize your table. First row as header will create specific styles to create a distinct header out of the first row.Include footer will give you some additional text space to go below the table.. The three buttons above the table will allow you to add a row, add a column, or trim the table which will remove whole rows or columns with no values in DEFINING PROPOSAL RECIPIENTS You can either click the Select All box to the top right to toggle on notifications for everyone or manually make your selection by clicking the check mark to the right of each recipient. Once you've made your selection, simply press the Send Notifications button to the bottom right to generate an email to each recipient with a unique link for each for proposal viewing.* Tour
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DITCH THE POWERPOINTS. DELIVER PROPOSALS THAT WIN. Get Started Watch The Video* __
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INTELLIGENTLY DESIGNED PROPOSALS You don’t have to be an artist or web developer to deliver sleek digital proposals that work as well as they look. Proposa takes the guesswork and artwork out of your sales process.WORKS ON ANY DEVICE
Business is done on mobile devices. Your proposals are mobile-friendly and mobile-ready on any device. And the best part is that you don't have to do anything extra to make that happen. A SIMPLE AND UNCLUTTERED UI There's no learning curve here. You're limited by your imagination while Proposa does the design work for you. PROFESSIONALLY DESIGNED TEMPLATES FOR ANY INDUSTRY Whether you're a freelancer, an event planner, or a sales professional for a Fortune 500, our artists have curated a wide variety of designswith you in mind.
OUT WITH THE OLD AND IN WITH THE NEW Still sending boring Powerpoints and PDFs? It's time to upgrade to Proposa and gain your competitive edge. "I appreciated the industry-specific templates offered and being able to see when our proposals were opened and by who, allowing for us to follow up the same day for maximum success. We landed two new clients with our first use of Proposa. I highly recommend it!"Capterra Review
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REAL-TIME NOTIFICATIONS Proposa delivers real-time notifications every time your prospect opens your proposal. Get the phone ready.SEE WHAT THEY SEE
With our intelligent heatmapping system, you can see what matters most, and what doesn't matter at all to your prospects. USE AND REUSE WHAT WORKS Quit the copy and paste routine and create dynamic templates so you can write the content once and reuse what works for future proposals.SMART AND SECURE
Proposa knows who's viewing your proposal giving you total control over your content with password access, expiration dates, and viewertracking.
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