Better Proposals User Guide
All the help you need to send world-class proposals
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How to use the proposal editor
Choosing a
Choose a template from our Marketplace to get you started
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Sending a Test
Experience how your clients will feel when they open your proposals
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Setting up your
Upload your logo, choose brand colours, fonts and more
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Proposals Creating a proposal Adding, moving and deleting pages How to use the text editor Inserting images Using Feature Blocks Inserting videos Pricing tables Sending limit: Explained Digital Signatures: Explained Moving and deleting content in proposals Duplicating a proposal What information gets tracked How to read the tracking
Templates Creating a cover Editing and deleting covers Creating a template Editing and deleting templates Content Library Using Merge tags How do I find the example templates? Do you have a template for [fill in the blank] industry? Integrations Integrating any Live Chat Platform Integrating The Facebook Pixel Integrating Base Integrating Capsule Integrating GoCardless Integrating Highrise Integrating Hubspot Integrating Insightly Integrating Paypal Integrating Pipedrive Integrating Salesflare Integrating Salesforce Integrating Stripe Integrating Zoho
Settings Setting up your custom domain Whitelabelling your sending domain Invite a new user Changing the language of your proposals Editing and deleting users Finance settings Setting up your products Thank you message Notifications Account and Billing Do you have a referral programme? What payment methods do you accept? Sending limit: Explained Upgrading and downgrading Do you offer refunds? Cancelling your account