Glossary: Key Terms You Should Know in Proposaly.io
1. Introduction
What this article covers:
This article provides clear definitions of the most commonly used terms in Proposaly.io. Understanding these terms will help you navigate the platform more efficiently and communicate more clearly with your team.
Who this is for:
New users, team members, and admins who want to understand how Proposaly.io structures documents, clients, and workflows.
Why it’s useful:
Proposaly.io has its own set of terms used across features like Workspaces, proposals, clients, and recipients. Knowing exactly what each one means ensures your team stays aligned and your processes remain streamlined.
2. 📘 Proposaly.io Key Terms (One-Line Glossary)
- Board- A visual workspace that organizes documents into columns representing each stage of the proposal process.
- Workspace – A board with columns to manage the lifecycle of documents.
- Proposal – A formal document sent to a recipient for review and approval.
Presentation Board Stages:
- Document – Any item type in Proposaly.io (proposal, presentation, agreement).
- Lead – A potential opportunity.
- Draft – A proposal being written or edited before sending.
- Prospect – A sent proposal awaiting client feedback or action.
- Approved – The client has formally accepted the proposal.
- In Progress – Work or service delivery has begun after approval.
- Completed – Proposal has been fulfilled (service delivered, payment received).
- Archived – The proposal is closed (won, lost, or inactive).
- Presentation – A visual sales or informational document (non-contractual).
Presentation Board Stages:
- Prospect – Leads or potential presentations not yet created or assigned.
- Draft – Presentations currently being built or edited.
- Shared – Presentations that have been sent to a recipient.
- Partially Viewed – Sent presentations that have been opened but not fully reviewed.
- Viewed – Presentations that the recipient has fully reviewed.
- Archived – Presentations that are no longer active but saved for reference or record-keeping.
- Agreement – A formal contract or terms document, often requiring signature.
- Client – The company or organization you're creating a document for.
- Recipient – The specific contact person at the client company.
- Price Quote – The breakdown of pricing, taxes, discounts, and totals.
- Add-ons – Optional services clients can select within a proposal.
- AI Designer – Automatically styles your document based on your website.
- AI Content Generator – Creates slides or proposals using prompts and URLs.
- AI Enricher – Improves slide content by rewriting or enhancing it.
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AI Slide – A slide type that generates content based on a prompt.
3. Conclusion
Whether you're new to Proposaly.io or training your team, mastering these terms will help you use the platform with confidence. Each term ties directly into how documents are created, managed, and tracked from lead to completion.
For more help, explore related articles in our Help Center.
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