• How to recall an already submitted Superproposal document?

  On the Superproposal dashboard, go to the Superproposal document you want to recall. Click on the Recall option under the Action option. Click on the Move to Draft button. Once you click on it, it will moveSome readers

• How to send an element backward / forward in an Superproposal document?

  Select the element (Text box, shapes, images, pdf) which you want to send backward / forward Click on the backward / forward option from the right side of the screen. Bring to Front:- It brings the element on the front of the page. Bring Forward:- It moves the element step by step in the forwSome readers

• How to create a proposal using Doc and PDF file?

  Please follow the steps mentioned below to create a Superproposal document using the Doc and PDF files. Go to the Superproposal dashboard page and click on the 'Create New' Button. Once you click on it, it will redirect you to the template page where you can upload your Doc and PDF file. Click on the SelecSome readers

• Superproposal Email Integration with Outlook / Gmail

  The Superperpropsoal design platform is integrated with Google Authentication. With this powerful functionality, users can now authenticate their Gmail accounts and Outlook or other accounts effortlessly, unlocking the ability to send proposals directly through the authenticated business email address. To utilize this, you must have a login on the Superperpropsoal platform, on https://app.Superperpropsoal.com/ These are steps that you have to follow in order to make this integration worSome readers

• How to add Discount and Taxes in Pricing table?

  To add Discount and Tax to your Pricing table, please follow the steps outlined below: Begin by clicking on the plus (+) icon. This action will prompt the addition of a Discount column to your pricing table. This visual aid illustrates where to locate the icon: Equally, you have the option to incorporate Discount and Tax rows into your Total Table. Simply navigate to the bottom of the totalSome readers

• How to add an Pricing Table to the Superproposal document?

  In Superproposal editor, Go to page on which you want to add an Pricing Table. Click on the 'Add Element' option from the right side of the screen. Select the Pricing Table option and click anywhere on the page to insert it. Click anywhere on the page to insert the Pricing Table. (https://storage.crisp.chSome readers

• How to manually update stages of your Superproposal document?

  Please follow the steps, to manually update the stages of your Superproposal document. On the Superproposal document, you can move your Superproposal document from one stage to other stages by dragging it. While moving the document to Sent, Viewed, Accepted and Declined stages, you will receive a notification that ' You are moving your document to stage. You cannot undo this action action'. ClickSome readers

• How to delete Superproposal document?

  There are 2 ways to delete Superproposal documents. On the Superproposal dashboard page, click on the "Delete" option under the "Action" option to delete document. On the Superproposal Editor page, click on the "Delete" option under the "Action" option to delete document.Some readers

• How to make a copy of Superproposal documents?

  On the Superproposal dashboard page, go to the document to which you want to make a copy. Click on the "Make a Copy" option under the "Action" option. Enter the name of the new document and click on the Save button.Some readers

• How to add a custom section in Superproposal editor?

  On the Superproposal editor page, click on the "Add section (+)" button, on the top-left corner of your screen. Select the Page flow option and enter the section name. Click on 'Add Section' button. Similarly, you can add Static section to your Superproposal document. Once you add the section, itSome readers

• How to Edit Superproposal document details?

  Go to the Superproposal documents page, and click on the "Action" option on the proposal for which you want to edit details. Click on the Edit Document Details option. After clicking on the "Edit Document Details" option, it lead you to the documents details pop up where you can modify your document namSome readers

• How to duplicate an element in Superproposal document?

  Select the element (Image, text box, shapes, signature) which you want to duplicate in your Superproposal document. Click on the Duplicate Element option from the right side of the screen. Click anywhere on the page to insert the duplicated element. (https://storage.crisp.chat/users/helpdesk/website/cFew readers

• How to mark a template as default?

  Click on the Superproposal templates option under the templates option from the left navigation menu. Once you click on that it will lead you to the template page where you can mark default your saved template under the My Templates option. Hover on the Template which you want to mark as default and click onFew readers

• How to add a text box in the Superproposal document?

  In the Superproposal editor, go to the page where you want to add a text box and click on the 'Add Element' option under 'Element Actions' on the right side. Click on the text box element. Click anywhere on the page to insert a text box. (https://storage.crisp.chat/users/helpdesk/website/ce9de790950be0Few readers

• How to save Superproposal document as a Template?

  On the Superproposal editor page, click on the "Save as New" option under the Templates option from the bottom left side of the screen. Enter Template Name and click on the Save button. To view / use your saved template, click on the My Templates option under the Templates option from the leftFew readers

• How to insert a table under the text box?

  Under the Text box, from the toolbar, click on the insert table option as shown below.Few readers

• How to add shapes to Superproposal documents?

  Go to section in which you want to add shape and click on the Add element option from the right side of screen. Select the shape as per your need. Click anywhere on the page to insert a shape. After you've addedFew readers

• What is 'repeater' and how to apply it to an element?

  Marking any element as 'Repeater' copies and paste that element on every page of the document at that same spot. Example if you want to design your footer and want your company logo to appear at a certain spot of every page. Just place that logo on one page and mark it as repeater. Here are the steps to use the 'Repeater' feature: Select the element you want to apply as a repeater in your Superproposal document. (https://storage.crisp.chat/users/helpdesk/website/ce9de790950be000/Few readers

• How to add sign to Superproposal document?

  Go to section in which you want to add sign and click on the Add element option from the right side of screen. Select a signee from the list to add signature or initials in the document and click on the Add Signature button.Few readers

• How to share a Superproposal document to the client via link?

  On the Superproposal dashboard page, click on the "Copy Link" option under the "Action" option. You can copy the Superproposal document link by clicking on the 'Copy Link' option.Few readers

• How to add Static custom section in Superproposal editor?

  A static section enables you to position and organise items (Text,Images,PDF,Shapes etc.) precisely where you want them. On the Superproposal editor page, click on the "Add section (+)" button, on the top-left corner of your screen. Select the static option and enter the section name. Once youFew readers

• How to create Superproposal documents from scratch?

  You can directly create a Superproposal document, by clicking on the 'Create New' button, at the right corner of your device screen, to create a Superproposal documents. Once you click on it, you will be directed to the template page where you can click on the 'Start from scratch' Template.Few readers

• How to rename and delete tags?

  On the Superproposal dashboard page, Go to the tag you want to rename or delete. Click on the "Action" icon under the tag. After clicking on it, it will lead you to the tag setting pop-up, where you can rename or delete your tag. Click on the Save button. (https://storage.crisp.chat/users/helpdesFew readers

• How to download the Superproposal document that has been accepted and signed by a client?

  There are two ways to download a document that has been accepted and signed by the client - On the Superproposal dashboard, go to the Superproposal document you want to download under the Accepted section. Click on the "Download client pdf" option under the "Action" option. On the SuperproposFew readers

• How to change the element border color and style?

  Select the element (Shapes, images, pdf) for which you want to change border color and select the border option from the right side of option. Increase the border width and then choose the border color as per your need from the right side of the Border option.Few readers

• How to submit a Superproposal document to the client?

  In order to submit a document to the client, from the 'Actions' menu, click on the "Review & Submit" option. You will also find this option from the Superproposal dashboard page as well. From here you can edit and customise the email by changing the subject, body, adding emails to CC or BCC. After that, click on the "Send to Client" button. The client will receive the email from your name and will haFew readers

• How to change the Opacity / Visibility of element?

  Select the element for which you want to change the Opacity / Visibility. Change the Opacity / Visibility of element from the right side of the screen. You can see the updated opacity of the element after changing it.Few readers

• Enable "domain-wide delegation" for your GSuite domain

  Turning on delegation, enables one to control whether users can delegate access to their GSuite account. Sending mails using GSuite works only with business mails, make sure the administrator of your mail domain has enabled "domain-wide delegation" for your GSuite domain. In order to turn on domain-wide delegation for your GSuite domain, follow the steps mentioned below- Make sure you're signed in to an GSuite administrator account. In the Admin console, go to SecurFew readers

• How to move a Superproposal document to archive?

  Go to the Superproposal document page, and click on the "Action" option under the proposal, you would like to move to the archive. Click on the Archive option and your document will be moved to archive page. You can view your proposal under the archive option by clicking on the "View Archive" option from thFew readers

• How to send a Superproposal document for Approval?

  There are two ways to send for approval your Superproposal documents. On the Superproposal documents page, click on the Send for Approval option under the Action option to send the proposal to approval. Select the approver from the drop-down menu and the click on the Send button. You cFew readers

• Where I can view Superproposal document Activity logs?

  Go to the Superproposal dashboard page, click on the "Activity logs" option under the "Action" button. Once you click on it, you will be directed to the "Activity logs" page where you can view all activities related to your Superproposal document.Few readers

• How to upload a pdf into the Superproposal document?

  On Superproposal editor, Go to section in which you want to upload. Click on the 'Add Element' option from the right side of the screen. Select the pdf option, click on the 'Select Pdf' button under the Upload Pdf option and select the file from the source. The PDF file can also be dragged and dropped here. (https://storage.crisp.chat/users/helpdesk/website/ce9de790950be000/image9dgmn8.Few readers

• How to hide / View table of content from client pdf?

  To hide / View table of content from client pdf, click on the Settings option from the left side of the screen. Once you click on the setting option, it will lead you to the settings page where you can the add table of content to client pdf. After making the required changes, click on the "Save Changes" button. (https://storage.crisp.chat/users/helpdesk/website/ce9de790950be000/image1jfbgFew readers

• How to delete section from Superproposal editor?

  Go to the section or hover on the section that you want to delete from the the Superproposal editor. Click on the delete option under the "⋮" icon and from the menu. Click on 'Yes, I am sure' button to delete the section. (https://storage.crisp.chat/users/helpdesk/website/72ea9aed6f516800/215fb203-18Few readers

• How to preview a Superproposal document before submitting it to the client ?

  On the Superproposal editor page, click on the Preview option under the Action button. This will take you to preview page where you will be able to preview the client view.Few readers

• How to duplicate a page in a section?

  To duplicate a page in a section, just click on the 'Duplicate Page' option. on the top right corner of the page. Select the section in which you want to add your duplicated page and click on the Duplicate button.Few readers

• How to add an image to the Superproposal document?

  In Superproposal editor, Go to page on which you want to add an image. Click on the 'Add Element' option from the right side of the screen. Select the Image option. Here you can add a image form your system using the select image option or you can add stock images that are provided by Superproposal. Also, you directly drag and drop your image to editor page. (https://storage.crisp.chat/usersFew readers

• How to add a page in a section?

  To add a page in a static section, just click on the add page button on the top right corner of the page (refer to the screenshot)Few readers

• How to rename a section?

  Go to the section which you want to rename and click on the "Edit Name" option under the "Action" icon. It will then give you an option to update your section name.Few readers

• How to change the background color of the Superproposal document page?

  On the Superproposal editor page, click on the 'Change Background Color' option from the menu on the right side of the screen. Choose the background color, and click on the 'Choose' button.Few readers

• What are 'variables' and how to add them to an Superproposal document?

  When you are creating or using a template, you can use 'variables' to automate some details like Client's name, address, email, phone number etc. This would automatically insert the specified details in your document wherever you would have placed these variables so you wouldn't have to manually write them over and over. Here are the steps to use variables: On any page, click where you want to add a variable. Select the variables you want to add and click on the plus (+) icon neFew readers

• How to share a Superproposal document with your team / co-workers?

  On the Superproposal dashboard page, click on the "⋮" icon to open the Actions menu. From the list, click on the "Share with co-worker" option. Select the team members with whom you want to share your document and click on the share button.Few readers

• Can I change the Superproposal document settings?

  On the Superproposal Editor, You can update the Superproposal documents settings by clicking on the Settings option from the left side of the screen. Once you click on the setting option, it will lead you to the settings page where you can change the document font style and paper size . On the setting page you can also include and exclude the Table of Content and page number option to your clFew readers

• How to hide a section from client Preview/PDF

  On the Superproposal editor page, click on the section which you want to hide from the the client pdf. Click on the Hide option under the action icon. Once you hide the section, it will be grayed out in your editor page. (https://storage.crisp.chat/users/helpdesk/website/ce9de790950be000/imagepd4o1f.pFew readers

• How to delete an element in the Superproposal document?

  Go to the section in which you want to delete element Select the element (Image, Text Box, PDF, Signature, and Shapes) which you want to delete in your Superproposal document. Press the delete key on your keyboard or click on the delete Element option from the menu on the right side. (https://storage.Few readers

• How to re-order sections on the Superproposal editor page?

  Go to the section which you want to re-order in your Superproposal document. Click on the drag icon and re-order the rooms to the desired sequence. After reordering the section, it will also appear in your Superproposal editor and client pdf with an updated sequence. (https://storage.crisp.chat/users/hFew readers

• How to share the saved Superproposal template?

  Click on the Superproposal templates option under the templates option from the left navigation menu. Once you click on it, will lead you to the template page where you can share your saved template under the My Templates option. Hover on the Template which you want to share and click on the "share" button uFew readers

• How to download the client pdf of the Superproposal document?

  On the Superproposal editor page, click on the 'Download Client PDF' option under the 'Actions' menu on the right most side of the page.Few readers

• How to delete the page from the section?

  Go to the page which you want to delete from the section and click on the delete icon to delete page. Click on the "Yes, I am sure" button to delete your pageFew readers

• Real-time Client Interaction

  Introduction: A simple, straightforward, and quick method for you and your clients to actively participate in the proposal process by adding comments and feedback, right there on the proposal. Now create interactive proposals that close deals 10x faster. Launched for the first time as a one-of-a-kind feature! Client Email Verification: The client needs to verify their email address to comment on the document. Click on the "Add Comment" button. (https://storage.crFew readers

• How to assign a tag to Superproposal document?

  Go to the Superproposal dashboard page, click Action option on the proposal for which you want to assign a tag. After clicking on the Assign Tag option, select the Tag from the drop-down menu and click on the Save Button. By clicking on the tag name, you can view the documents under thatFew readers

• How to change padding of an image?

  On the Superproposal editor page, select the image for which you want to change padding details. Select the check box of Padding option and enter the padding details as per your need from the right side of the padding option. After updating the padding details, you will be able to see it in your SuperproposFew readers