ClickSabi Pro
Proposals
Proposal Studio is where a design becomes a commercial offer for the customer.
8 articles available
8 articles
- Understanding Proposal StudioWhere an offer is built, and what happens after you send it.
- Creating a proposalThe three ways to start, including uploading an existing PDF.
- Using proposal templatesStart from a consistent structure instead of a blank page.
- Publishing and sharing a proposalPublish a version, control the link, and preview what the customer sees.
- Proposal statusesWhat each status means and which ones lock the proposal.
- Revising a sent proposalHow revisions preserve the record of what the customer received.
- Reading proposal engagementWhat Insights records and how to use it.
- What happens when a proposal is acceptedThe handover from a signed offer to delivery.
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