Question 1

Can clients sign without creating an account?

Accepted Answer

Yes. Clients open a secure proposal link, review the content, choose the right option, and sign from any device. No signup, no login wall, and no back-and-forth attachments.

Question 2

How does Propelio help us create proposals faster?

Accepted Answer

Start from a pre-built template or one of your own saved proposal templates, then customise the content, pricing, team section, imagery, videos, and case studies. Your team can move from blank page to polished proposal in minutes.

Question 3

Can every proposal stay on brand?

Accepted Answer

Yes. Set your brand colours, typography, imagery, and reusable sections so every proposal feels consistent and professional. Teams can reuse approved templates instead of rebuilding layouts from scratch.

Question 4

Can clients choose a pricing option?

Accepted Answer

Yes. You can add pricing tables, packages, and optional line items. Clients can select the option they want before signing, so the approved proposal clearly records what they agreed to.

Question 5

What happens after a proposal is signed?

Accepted Answer

Once signed, the proposal is locked to protect the agreed version. The signer details, timestamp, IP address, selected pricing, and document hash are recorded, and both sides can keep a PDF copy.

Question 6

Is the signature legally binding?

Accepted Answer

Propelio captures a detailed signing record including signer name, email, timestamp, IP address, selected pricing, and a hash of the proposal version at the moment of signing. For legal enforceability, always make sure your proposal terms are appropriate for your business and jurisdiction.

Question 7

Can we control who sees a proposal?

Accepted Answer

Yes. Each proposal can be shared by public link, optionally password-protected, and given an expiry date. That means clients get easy access while your team keeps control of sensitive commercial documents.

Question 8

Can my team work on proposals together?

Accepted Answer

Yes. Owners, Admins, Editors, and Contributors can collaborate with clear permissions. Proposal locking helps prevent conflicting edits, while saved templates and reusable sections keep everyone working from the same approved materials.

Question 9

Can we see which proposals are performing?

Accepted Answer

Yes. Analytics help you track proposal activity, signed and declined outcomes, and team performance, so you can see what is moving deals forward and where proposals are getting stuck.

Question 10

What if I already have proposals in Google Docs or PDF?

Accepted Answer

You can migrate your best existing proposal into Propelio once, turn it into a reusable branded template, and use it as the foundation for future proposals. Most teams only need to do this once to speed up every proposal after that.

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How to write a winning proposal: a practical guide for independent businesses

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