📝 Quotable

What is Quotable?

Quotable helps you create professional, branded proposals that you can send to prospects and clients. Unlike emailing a PDF, Quotable proposals are web-based, which means you can see exactly when your prospect opens them and which sections they spend time reading.

Key Features

Creating a Proposal

Proposal Statuses

• Draft — Still working on it, not visible to clients
• Sent — Link has been shared, waiting for response
• Viewed — Client has opened the proposal
• Accepted — Client has accepted (if using acceptance feature)
• Declined — Client has declined
• Expired — Past the expiry date without response

Your Branding

Make proposals look like they come from your business, not generic software.

Setting Up Your Brand

Go to Settings → Branding to configure:

• Logo — Appears in the header of every proposal
• Primary Colour — Used for headings, buttons, and accents
• Secondary Colour — Used for backgrounds and subtle elements
• Font — Choose from professional web fonts
• Footer Text — Company details, registration numbers, etc.

Per-Proposal Customisation

While your brand settings apply to all proposals by default, you can override them for individual proposals if needed — useful if you're white-labelling for a partner or creating something special for a major client.

Engagement Tracking

This is where Quotable really shines. Instead of wondering whether your prospect has looked at your proposal, you'll know exactly what's happening.

What You Can See

• First Opened — When the proposal was first viewed
• Last Viewed — Most recent viewing
• Total Views — How many times it's been opened
• Time per Section — How long they spent reading each part
• Device — Whether they viewed on desktop or mobile

Using This Information

Engagement data helps you follow up more effectively:

• If they've viewed it multiple times, they're interested — follow up confidently
• If they spent ages on pricing but skipped everything else, they might have budget concerns
• If they viewed it once briefly weeks ago, they might need a reminder
• If they haven't opened it at all, your email might have gone to spam

Custom Fields

Track additional information on your proposals with custom fields.

Common Custom Fields

• Lead Source — Where this opportunity came from
• Sales Rep — Who's responsible for this deal
• Expected Close Date — When you expect a decision
• Deal Value — Total proposal value
• Product/Service Category — Type of work being proposed

Custom fields can be used for filtering and reporting on your proposal pipeline.

Tips for Better Proposals

Keep it Scannable

Use clear headings, bullet points, and short paragraphs. Your prospect should be able to understand the key points in 30 seconds of skimming.

Lead with Value

Start with what you'll deliver and the benefits, not your company history. They want to know what's in it for them.

Make Pricing Clear

Don't hide your prices or make them hard to find. Confusion kills deals. Be clear about what's included and what costs extra.

Include a Clear Next Step

Tell them exactly what to do next. "Reply to this email to accept" or "Call me on 0123 456789 to discuss" — don't leave them guessing.

Set Reasonable Expiry Dates

An expiry date creates urgency, but make it realistic. 14-30 days is typical. Too short feels pushy; too long removes urgency.