Create Your Proposal
- Proposals - How to add a new client
- Proposals - Step 1 - How to create new or edit existing draft
- Proposals - Step 1 - Selecting a recipient for a proposal
- Proposals - Step 1 - How to add additional languages
- Proposals - Step 1 - How to select dates
- Proposals - Step 1 - Selecting a module
- Proposals - Step 1 - Using my favorite settings
- Proposals - Step 1 - How to prepare messages
- Proposals - Step 1 - How to add client logo
- Proposals - Step 2 - Selecting pages for module
- Proposals - Step 2 - How to insert a video into your proposal
- Proposals - Step 2 - How to add attachments
- Proposals - Step 3 - How to include room block options
- Proposals - Step 3 - Creating a proposal's room block & adding taxes
- Proposals - Step 3 - How to configure your room block
- Proposals - Step 3 - Saving your room block
- Proposals - Step 4 - How configure your event block
- Proposals - Step 4 - Proposals - Adding estimated costs and additional fields to a proposal
- Proposals - Step 4 - Saving your event block
- Proposals -Step 5 - Previewing and customizing welcome pages
- Proposals - Step 5 - Sending a completed proposal to a client
- 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