Features
Team collaboration
Propelio gives every team member a defined role with enforced access rules, so you always know who can create, edit, or send proposals on behalf of your business. Edit locks prevent two people overwriting the same proposal at once, and new team members can be invited and set up in under a minute.
What you get with Propelio
Role-based access that keeps proposal work organised.
Four clear roles, no guesswork
Owner, Admin, Editor and Contributor each have defined access. You know exactly what a new team member can and cannot do before you invite them.
Permissions that actually hold
Access rules are enforced at the source, not just in the interface. Remove a role and access is immediately revoked, not just hidden.
Edit locks prevent overwritten work
When someone is editing a proposal, a session lock holds their place. A second person opening the same canvas sees it is locked, so nothing gets silently overwritten.
Invite by email in seconds
Add team members from the Settings page, choose their role and they receive an invite link. No admin panel, no tickets.
Why it matters
A clearer way to manage proposals across a team.
When your team grows, proposals quickly become a source of confusion. Who is responsible for this one? Can the new hire see client data? What happens if two people edit the same proposal at once?
Propelio gives every team member a clear role with defined access, so you always know what each person can see and do. When someone is editing a proposal, it is locked for everyone else, so nothing gets silently overwritten. Invite a new team member, set their role and they are ready to go in under a minute.
- Four clear roles, no guesswork
- Permissions that actually hold
- Edit locks prevent overwritten work
- Invite by email in seconds
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