Sellizer

Can I edit a proposal after it has been sent to the client?

What is the PRIORITY indicator?

What is the ENGAGEMENT indicator?

How to use the AI Proposal Creator in Sellizer?

Proposal Creator

Personalizing the proposal link in the email message

See how to customize viewer and proposal widget elements to match your company's branding!

Change the color of the proposal preview window

How do I edit a proposal that has the status 'Draft'?

What does the Scheduled status mean for a proposal?

Why can't I delete my proposal?

What do the different envelope colors in the Status column mean?

What does the clock icon in the proposal status column mean?

Where can I find information about a contact or contract ordered by a clien

See how easy and quick it is to import your recipient list in a CSV file.

Importing a recipient list in a CSV file

See how you can modify links to proposals sent to customers.

Personalization of the link with the proposal

See how you can improve contact with the recipients of your offers thanks to the Contact order widget.

Proposal’s widgets:  Contact order

See how you can improve communication with your customers thanks to the Example contract order widget.

Proposal’s widgets: Example contract order

Can the recipient download my proposal?

Sorting proposals by time spent by the recipient

Check how you can restore a deleted link to a proposal in the Message to recipient field.

Removed link to the offer in the Message to recipient field

Can the recipient of my proposal print it?

Can I send a proposal to multiple recipients at once?

Want to send the same proposal again? See how to do it quickly and comfortably.

Resend the same proposal

What is the proposal counter?

See how quickly and conveniently you can filter your proposals!

How can I filter my proposals?

How to delete proposals visible in the "Proposals" tab?

Find out which files you can send via Sellizer

What format should my proposals be in?

How much disk space do I have for my files and data?

Why didn’t the client receive my proposal?

I’ve reached my monthly proposal limit. Can I purchase an additional limit?

How to prepare your own HTML proposal for Sellizer?

How to change the status of proposals?

Language of the proposal

Sellizer offers two ways to send proposals – choose the one that suits you best!

Sending proposals via email or sharing a link

Learn more about the module's possibilities!

Proposal expiry date

Show personalized ads to people who have opened your proposal. Learn more!

Remarketing for your proposal recipients

Can I disable a proposal for a client and keep it in “Proposals”?

Natalia Iwańska

Proposals

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

Ship something

Connect the tools your team already uses to bring data in.

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A quick lap of the product so you know where everything lives.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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