Making life easier.

Getting Started

We’ll walk you through the basics of Proper Proposals to get you started.

Creating or Editing Clients

Creating Clients helps to organise your contacts in a central location.

Creating or Editing Default Templates

Add your default content so you can create a set of reusable templates.

Creating or Editing Proposals

Proper Proposals provides a platform to help you create better proposals.

Content Styling

Templates and Proposals have a number of styling options to make your Proposals sparkle.

Sending & Tracking Emails

With flexible email options, you can send emails and reminders at every stage of the sale.

Administrators & Users

Accounts have two levels of access available for users: Administrator and Sales Team Member.

Proposal Settings

Proposals have a number of default system settings that can be edited.