Creating & Managing Documents

Payment Requests Document

• Set a sub-type for a Payment Request Document

Others

• Invite collaborators from a comment
• Sort, filter, label, and manage Proposals

Setting/Configurations

• Manage Proposal Settings
• Control price quote visibility in a Proposal

Add-ons

• Add agreements to Add-ons
• Manage Offers & add-ons in a Proposal
• Add-ons lock behavior in a Proposal

Presentations

• Upload media and agreement files with drag and drop
• Add a table to a Presentation
• Add a Gallery slide to a Presentation
• Create a Custom slide in a Presentation
• Add a countdown timer to a Presentation slide
• Use Map and Timeline chart slides in a Presentation

See all 11 articles

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

• Set volume pricing for a Line Item
• 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

• Add or select a Client for a Document
• How to Add Recipients in Proposaly

Doc Creation

• Manage a Lead from the right side bar menu
• 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