February 21, 2024
Feature
A visual approach to Proposal Management with our new Calendar view
A visual approach to Proposal Management with our new Calendar view

Ever wished you could see all your proposals in one, easy-to-manage calendar view? Well, wish no more!  Proposales is excited to announce our brand new calendar feature, designed to help you stay organized and on top of your deadlines like never before.

With calendar view, you can now:

  • Visualize your workload: See all your upcoming, ongoing, and past proposals in a clear and concise calendar format.
  • Spot conflicts and plan ahead: Easily identify overlapping deadlines and ensure you have enough time for each proposal.
  • Stay on top of key dates: Never miss a deadline again with clear reminders and visual cues.
  • Boost your productivity: Manage your proposals more efficiently and save valuable time with our intuitive calendar interface.

Ready to experience the power of calendar view? This exciting feature is available to all Proposales users, just ask our friendly Customer Success team to activate it for your account to unlock a whole new level of organization and efficiency!

Happy proposing!

The Proposales Team

P.S. Don't forget to share your thoughts and feedback with us – we're always looking for ways to improve!

January 23, 2024
Feature
More export options with Function Sheet PDF exports
More export options with Function Sheet PDF exports

We know you are loving our ProForma export functionality and we think you will like our latest addition: customizable function sheet PDFs!

Get ready to dive deeper into your proposals and impress clients with laser-focused detail! No more scrolling through lengthy proposals or struggling to find specific function details. Now you can easily generate customisable function sheet PDFs directly from  Proposales, tailored to your client's needs and preferences.

Two powerful export options:

  • Day-by-day breakdown: Showcase the flow of your event with a clear, chronological breakdown of functions and activities, perfect for highlighting the day's itinerary and timeline.
  • Function-focused view: Take a deep dive into individual functions with a dedicated description for each, highlighting specific details like staffing, equipment, and logistics. Ideal for providing in-depth information about key event components.

How it works:

  • Create your proposal in Proposales as usual, outlining your event's functions, activities, and details.
  • Once you're ready, head over to "PDF Downloads" and choose either the "Per function" or "Per day" export option under Function Sheet.
  • Proposales automatically generates a beautiful, customized PDF with all the relevant information for your chosen export type.
  • Share the PDF with your client via email or any other preferred method, and watch their eyes light up with understanding!

Ready to experience the power of function sheet PDF exports?

This exciting feature is now available to all Proposales users on our Premium and Enterprise plans. Simply upgrade your plan or start a free trial today to take your proposal game to the next level!

We're confident that function sheet PDF exports will become an essential tool in your proposal creation process. Let us know what you think!

Happy proposing!

The Proposales Team

January 10, 2024
Feature
Better collaboration with Internal Notes
Better collaboration with Internal Notes

We're always looking for ways to make your proposal workflows smoother and more efficient, and today's announcement is sure to put a smile on your team's face! Introducing Internal Notes, a handy new feature that adds a layer of seamless collaboration to your proposals.

Say goodbye to scattered sticky notes and cryptic email threads. With Internal Notes, you can now add private comments directly to any section of your proposal, whether it's in draft or already sent to the client.

How it works:

  1. While working on a proposal, head to the "Notes" area in the sidebar
  2. Type your thoughts, suggestions, or questions in the dedicated note area
  3. Your notes stay invisible to clients but are readily accessible to your team members at any time

Benefits:

  • Enhanced collaboration: Foster seamless communication and feedback loops within your team
  • Reduced errors and omissions: Catch discrepancies and refine your proposal before it reaches the client
  • Increased transparency: Maintain a clear record of decision-making processes for each proposal

Ready to experience the power of Internal Notes?

This exciting feature is now available to all Proposales users! Simply ask to our lovely Customer Success team to activate the "Internal Notes" option. It's that easy!

We're confident that Internal Notes will become an indispensable tool for your team's proposal creation process. Let us know what you think!

Happy collaborating!

The Proposales Team

November 28, 2023
Feature
Proposals just got even more powerful with Proforma PDF exports
Proposals just got even more powerful with Proforma PDF exports

Proposals just got even more powerful with Proforma PDF exports!

We're thrilled to announce a game-changer in the world of proposals: proforma PDF exports are now live on Proposales!

No more jumping between platforms or wasting time on manual data entry. With this highly requested feature, you can create stunning proforma invoices directly from your Proposals drafts. Just one click, and your client's proforma is ready to impress.

How it works:

  1. Craft your proposal in Proposales as usual.
  2. When you're ready, click the "Pro forma invoice" button under "PDF Downloads".
  3. Proposales automatically generates a beautiful proforma PDF, complete with all your proposal details, line items, and branding.
  4. Share the PDF with your client via email or any other preferred method.

Benefits:

  • Save precious time: No more tedious data entry or platform switching
  • Impress your clients: Send professional proforma invoices that showcase your brand identity
  • Get faster approvals: Clearly communicate pricing and scope of work upfront
  • Streamline your workflow: Proforma PDFs seamlessly integrate with your existing proposal process

Ready to experience the power of proforma PDF exports?

This exciting feature is available to all Proposales users. Simply start a free trial today to take your proposal game to the next level!

We're confident that proforma PDF exports will revolutionize your proposal workflow. Let us know what you think!

Happy proposing!

The Proposales Team