Users And Permissions

Select and customize your proposal

Over 109 templates to choose from
Ready-made content
Flexible elements
Content library

Send and track all your proposals

How many times opened
How long it was open for
Status for each proposal
Email notification

Get the deal signed by the client

eSignature
Sign from any device
Type/upload/draw signature
Email notification

Create proposals with ease

Invite Teammates To Manage And Contribute To Proposals

Make collaboration efficient by giving team members clear responsibilities and access levels when creating, editing or managing proposal documents

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Add User Roles

Invite teammates and assign them specific roles - Manager or Editor, which define specific actions each user can perform on a proposal, preventing unauthorized edits, deletions, or approvals.

Team invites
Assign roles
Update roles
Collaboration

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Team Activity Log

Conveniently monitor your team's activities on content and proposals. Track changes by a user with specific roles, ensuring accountability and transparency throughout the proposal creation and submission process.

Track activity
View progress
Teamwork
Transparency

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Individual Dashboards

Each team member enjoys their dedicated content library, dashboard, and credentials, reducing the need for password sharing and ensuring security without compromising sensitive information.