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Feature Update: New Sidebar + Document Types

At Better Proposals, we’re dedicated to making your workflow as seamless as possible. And what better way to do that than improving user experience? For that reason, we’re saying goodbye to our old navigation menu and introducing a new, simpler way of getting around Better Proposals: the sidebar.

Since we’ve grown and added to the product over the years, we realized the old menu just wasn’t cutting it anymore. And with brand new features in the works, a sidebar was the logical next step. Everything you love about Better Proposals is still there, but getting to it is much easier.

A new and improved interface

Simplicity and functionality are at the core of our interface redesign. We want you to have a great experience while using Better Proposals, so we’ve made it even more intuitive. The new sidebar enables you to work faster and more efficiently, while making access to the right information easier at the same time. All the features you love are now more organized and accessible than ever.

sidebar open on dashboard

What’s changed

In the past, you had to click on your profile picture to access settings, add integrations, or browse the template marketplace. Now, all of these are organized into categories in the sidebar.

Simplified settings

Accessing your settings is now a one-click action. And once you do click on the settings icon in the sidebar, you’ll also notice we’ve made changes to the menu there. Instead of showing all available settings at once, you now have categories with dropdown menus for even faster customization. 

In-app notifications

Not great at keeping track of your email or don’t think it’s convenient to have to check it to see what’s happening with your documents? We’ve got you covered with our new in-app notifications. Now, you can see when your documents were received, opened, read, printed, forwarded or signed directly from your Better Proposals dashboard. Simply click on the bell icon in the bottom left of the sidebar and you’ll be up to speed in no time.

Document types

For a long time, Better Proposals has allowed you to create and send much more than just proposals. That’s why we’ve decided it was time to introduce document types. From now on, you’ll be clicking on Create New Document and choosing categories (Document Types) for everything you send. In just a few clicks, you can create your own Document Types or choose from one of our presets:

  • Proposals
  • Quotes
  • Brochures
  • Statements of Work
  • Contracts
  • Sign offs

Creating your own Document Type

If none of our presets work for you, simply create your own Document Type. You can do this by navigating to Document Types under Settings.

accessing document types through sidebar

Next, click on the Create document type button in the upper right corner of your screen. Once you've done that, you'll see a new screen where you can name your Document Type and color-code it  across the system.

create new document type screen

When you're happy with the name and the color, hit Save document type. Next time you start creating a document, you'll have the option to pick which category it belongs to from the dropdown menu in Step 2.

choose document type from dropdown

You can still check which one of your documents is a Draft, Outstanding, Accepted or Lost, but now you can also filter them. That way, you get an improved workflow and an even better overview of your performance.

Wrapping up

With the changes we’ve made, accessing your settings, creating documents, and tracking your deals in Better Proposals just got easier. If you want to see it for yourself, head over to your account. And if you need any help, our support team has got your back 24/7.

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There's much more where that came from. Want to see what else we've been up to? Check out other awesome features we've rolled out below!

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Patricija Šobak puts her talent in spotting questionable grammar and shady syntax to good use by writing about various business-related topics. Besides advocating the use of the Oxford comma, she also likes coffee, dogs, and video games. People find her ability to name classic rock songs only from the intro both shocking and impressive.