Proposals

Everything you need to know about using proposals - including deals, content blocks, variables, exporting and sharing.

• How to use System Blocks in your proposal
• How to manage formatting and layout settings of your proposal
• How to create and manage deals
• How to set up numbering for Deals, Proposals, and Content Blocks
• How to enable Proposals for your access level
• Proposals - Overview and Glossary
• How to set up your deal pipeline
• How to build a proposal
• How to share and export a proposal