Proposaly offers four Workspace types—Proposals, Agreements, Presentations, and Payments—each designed for different business scenarios. Below is an overview of their unique capabilities and use cases to help you understand how they can be utilized effectively.
1. Proposals Workspace
What is it?
The Proposals Workspace is designed for creating, managing, and sharing business proposals efficiently. It enables teams to draft detailed proposals, collaborate in real-time, and track client engagement. Built-in templates and approval workflows streamline the process, ensuring consistency and professionalism.
Key Features:
Create a marketing presentation
Generate a price quote
Add custom add-ons or special offers
Draft and send a legal agreement
Collect payments securely
Collaborate with your team and clients in real-time
Use Case: Sales Team Creating a Client Proposal
A sales manager wants to send a detailed proposal to a potential client for a new software service.
They use the Proposals Workspace to draft and collaborate with the team, ensuring pricing, scope, and benefits are clearly outlined.
Once finalized, the proposal is sent to the client for review and approval.
Why use it?
Streamlines proposal creation with templates.
Enables real-time collaboration among team members.
Provides version tracking and approval workflows.
2. Agreements Workspace
What is it?
The Agreements Workspace is designed to manage legal documents, contracts, and agreements efficiently. It allows teams to draft, negotiate, and finalize agreements while ensuring compliance and secure e-signature collection.
Key Features:
Create a marketing presentation
Draft and send a legal agreement
Collect e-signatures securely
Collaborate with your team and clients in real-time
Use Case: HR Team Managing Employee Contracts
An HR manager needs to send an employment contract to a new hire.
They use the Agreements Workspace to draft the agreement, define key terms, and collect necessary approvals.
The new hire receives the agreement digitally, reviews it, and signs electronically.
Why use it?
Ensures legal compliance and easy contract tracking.
Offers e-signature capabilities for efficiency.
Centralizes all agreements in one place for future reference.
3. Presentations Workspace
What is it?
The Presentations Workspace is designed for creating visually engaging and interactive presentations. It allows teams to structure their content, incorporate branding, and share presentations with stakeholders seamlessly.
Key Features:
Smart AI presentation generator
Customizable design themes
Embedded media and interactive elements
Live presentation sharing and tracking
Viewer analytics for engagement insights
Use Case: Marketing Team Preparing an Investor Pitch
A marketing director is preparing a pitch deck for an investor meeting.
They use the Presentations Workspace to create visually appealing slides with structured content, branding, and embedded media.
The final presentation is shared with investors via a live link or PDF export.
Why use it?
Allows for interactive and engaging presentations.
Supports collaboration and quick edits.
Provides analytics on viewer engagement.
4. Payments Workspace
What is it?
The Payments Workspace is designed to simplify the process of requesting and collecting payments. It provides clients with a professional, branded payment page where they can choose to add tips, select payment methods, and confirm payments easily.
Key Features:
Create and send payment requests
Customizable tipping options (percentage or custom amount)
Secure online payment collection
Real-time status tracking and confirmation
Branded payment experience for clients
Use Case: Event Venue Collecting Payments
An event venue wants to request final payment from a client.
They use the Payments Workspace to send a branded payment request link, giving the client options to add a tip and pay securely online.
The client completes the payment, and the business tracks it in real-time.
Why use it?
Streamlines payment collection with a professional interface.
Increases client satisfaction with tip and custom payment options.
Ensures secure and fast transactions.
Each Workspace type in Proposaly is tailored to specific business needs, ensuring efficiency and clarity in proposals, agreements, presentations, and payments.
Which Workspace type do you see yourself using the most? 🚀
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