Build
Use the block editor to assemble a proposal from headings, rich text, tables, images, line items, and an acceptance button. Add images by pasting, dragging them in, or using the toolbar, and resize them inline. Merge fields like the contact name and deal value fill in automatically.
Send & track
Send a link (not a PDF attachment) to a live, branded web view, or copy the link to share it yourself. Every open is logged with a timestamp, and the deal owner is notified the first time it is viewed.
Accept
When the recipient clicks Accept, the deal can advance automatically and trigger follow-ups via an automation rule.
Locking & revisions
Once a proposal is sent, its content is locked. To send an updated version, use Create revision — it voids the current one (its link stops working) and opens a new editable draft, so the recipient never sees a version you've moved on from.