Proposal Builder FAQs
- Proposal Builder: Preview proposal templates before use
- Add Snapshot Reports to Proposals
- How do I access Proposal Builder?
- How do I create my Proposal template?
- Can I edit a proposal after it has been sent?
- How much does Proposal Builder cost?
- How do I invoice approved Proposals?
- How will my prospect view the Proposal?
- How do I delete a proposal?
- Can I create Proposals in multiple currencies?
- How many proposals can I send?
- How can proposals be reviewed before sending them to prospects?
- What happens after a proposal is approved?
- How do I get notified when my prospect interacts with their proposal?
- Does my prospect need to have a Business App login to view proposals?
- Which products can I include in my proposals?
- If I change the products included in a proposal, will the order draft update?