Flexible PRoposals

Training Videos

Need help with with Smart Pricing Table? Watch the videos below to become an expert in no time.

The Pricing Table

An overview of the pricing table: line item management, quantities, recurring fees, discounts & surchages (16 minutes)

Proposal Sections

Adding, editing & deleting proposal sections (6.5 minutes)

Templates

An overview of template features and options (6 minutes)

Sending & Signing

How to send proposals from our system and what the entire process looks like (8 minutes)

Design Options

Options available for customizing the design of your proposals and templates (8 minutes)

Still need more help?

Schedule a one-on-one training session over zoom- we're happy to lend a hand!