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
- Proposals Step 1 - My Favorite Settings
- Proposals Step 1 - prepare messages
- Proposals Step 1 - add client logo
- Proposals Step 2 - Select pages for module
- Proposals Step 2 - select a video
- Proposals Step 2 - select attachments
- Proposals Step 3 - room block options
- Proposals Step 3 - room block introduction & tax
- Proposals Step 3 - configure your room block
- Proposals Step 3 - save your room block
- Proposals Step 4 - configure your event block
- Proposals Step 4 - estimated costs & additional fields
- Proposals Step 4 - Save Your Event Block
- Proposals Step 5 - customize slideshow
- Proposals Step 5 - review & send
- Proposals Activity - activity overview
- Proposals Activity - view a specific category in the activity log
- Proposals Activity - search within the activity log
- Proposals Activity - sort the activity log
- Proposals Activity - preview your Proposals or Cards
- Proposals Activity - How to link a copy of the Proposal
- Proposals Activity - navigating resends
- Proposals Activity - clone an existing Proposals or Cards
- Proposals Activity - statuses