Proposals help

Release Notes

• Proposals - Upload your photo and signature yourself

Administrator

• Proposals - Integrating with OPERA Sales and Event Management (OSEM) from Oracle
• Proposals - Overview
• Proposals - Release Notes - increase conversions with Video
• Proposals - Manage Users
• Proposals Admin - edit a client
• Proposals - add Videos

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Create Your Proposal

• Proposals - add a new client
• Proposals Step 1 - create new or edit existing draft
• Proposals Step 1 - select recipient(s)
• Proposals Step 1 - additional language
• Proposals Step 1 - choose dates
• Proposals Step 1 - choose module

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Create Your Card

• Card Step 1 - Compose
• Card Step 2 - select a Card skin
• Card Step 3 - include optional attachments
• Card Step 3 - Insert optional links
• Card Step 4 - review & send

FAQs

• Proposals - why can't I preview my Proposal/Card?
• Proposals - where do Proposal/Card go after they’ve been sent?
• Proposals - where did all my Proposals go?
• Proposals - what do I do if I get the message 'Client Already Exists' when adding or updating a client?
• Proposals - can I revise a Proposal/Card that I saved?
• Proposals - can I delete or hide Proposals or Cards?