Creating & Managing Documents

Presentations

• Extract images from a website into a Collection
• Change slide type in a Presentation
• Import slides into a Presentation

Proposal Enhancements

• Understanding Chart Types in Proposaly.io
• How to Use AI Features in Proposaly.io
• How to Customize Currency and Measurement Settings in a Proposal

Pricing & Quotes

• Splitting Payment Amounts Between Recipients in Proposaly
• How to Offer Multiple Service Options in One Proposal Using Add-ons
• Using Add-ons in Proposaly
• Payment Terms & Schedules in Proposaly
• Configuring Price Quotes in Proposaly

Recipients Management

• How to Add Recipients in Proposaly

Doc Creation

• Copy a Document to the same or another Workspace
• How to Build Presentations and Use Slide Types in Proposaly
• Understanding Lead Creation vs. Proposal Creation in Proposaly.io
• How to Build Presentations and Use Slide Types in Proposaly
• How to Create a Proposal in Proposaly