What Are Workspaces in Proposaly? – Proposaly Help Center

1. Introduction

What this article covers:
Workspaces in Proposaly.io are a visual way to organize and track your sales (e.g., proposals, agreements, and presentations) throughout their lifecycle. They function similarly to Kanban boards, helping teams manage their sales workflow and keep cards (leads) moving through different stages efficiently.

2. Why It’s Useful

Workspaces provide a clear overview of where each card stands, ensuring that nothing falls through the cracks. By categorizing cards into different stages, teams can improve collaboration, stay organized, and close deals faster.

3. How Workspaces Work

Workspaces in Proposaly.io consist of columns that represent different stages of a cards’s progress. Each card appears as a card that moves automatically from one stage to another as it advances.

4. Customization

Workspace stages in Proposaly.io are fully customizable — users can add new stages, rename existing ones, and adjust the workflow to fit their process. Additionally, stages can be collapsed or expanded for a cleaner view, making it easier to focus when managing a large number of documents.

🧠 Tip: Collapsing unused stages can help you concentrate on the phases that matter most to your current workflow.

5. Managing Cards in Workspaces

Creating a New Card

When a new card is started, it automatically appears in the Draft stage.

Moving Cards Between Stages

Cards can move automatically based on rules. You can progress the card to the next relevant stage in the workflow.

Tracking Progress

Get a visual snapshot of card statuses and identify where things are stalling or moving forward smoothly.

Collaboration

Team members can:

Assign owners
Add internal comments
Track changes
See all activity in real-time — helping teams work together efficiently from any stage

6. Conclusion

Workspaces in Proposaly.io streamline card management by offering a structured, visual approach to tracking progress. Whether you’re managing proposals, presentations, or agreements, using workspace stages helps teams stay organized, improve efficiency, and increase win rates.

Start using customized workspace stages today to simplify your sales operations and move deals forward with clarity.

Additional Resources