Smarter Launch

Where you can see all the activity about a specific proposal, automations sent, opens, and proposal pushes to your CRM.

Activity Log

Proactively set a one-time reminder in the Activity Log

Adding a Reminder to the Proposal Activity Log

Adding that personal walkthrough of the proposal helps increase win rates. Here you will find how to create and attach a video

Adding a Video Walkthrough to Your Proposals

Change billing/service dates shown differently on the proposals that are sent in the Service Dates section

Setting A Specific Billing and Service Date

If you need to update the expiration of a previously sent proposal, you can easily achieve this by following these steps

Changing the Expiration Date

Changing a Proposal's Status

Think of these as ancillary items that you can add to your proposals during creation (E.g. Equipment Rental, Disposal Fee, or Trip Charge)

Adding Additional Line Items to Proposals

Media Hub

Adding Customers to Proposals - Video Walkthrough

Proposals

Find answers and get help from Intercom Support and Community Experts

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