Proposal Basics

Archiving Proposals ensures the Current Proposals screen remains accurate, allowing efficient tracking of proposals currently actively being worked on.

This article will show you how to create proposal from Reapit Sales and Digital Proposals

This feature enables users to easily copy a proposal link or include it within a pre-formatted email template. The sharing options are available exclusively for published proposals.

This article covers how you can edit and update a proposal, including editing blocks, removing blocks and key steps to follow when an address has been manually entered during the Proposal creation

An expiry date can be set on proposals to limit the amount of time a client can view and interact with the proposal. If an expiry date is set, once that date passes, the proposal will become disabled and the client will no longer be able to view it.

This article will show you how to publish proposal and how to generate a proposal URL