Support


Billing and Payment (2)

Do I need a credit card to sign up?

No. Come try Mimiran for free for 15 days. No credit card required.

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How do you keep my data secure?

All application traffic is encrypted with SSL security, the same security used for online banking. In addition, your credit card information is never even stored in our database.

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Integration (4)

How can I integrate Mimiran with salesforce.com?

Follow the instructions in the Mimiran Salesforce AppExchange Setup Guide. Note that if you are using Salesforce.com Professional Edition, we will need to file a case with salesforce.com support to grant API access to Mimiran.  

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How can I integrate Mimiran with Highrise?

In Mimiran, go to Admin > Account > Integration. Add an integration for your Highrise account. Note that you will need your Highrise API Key, available in your account settings in Highrise. You can then sync your contacts to Mimiran, … Continue reading

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How can I integrate Mimiran with SugarCRM?

Please contact support-at-mimiran.com or use the in-app chat help. Sugar CRM integration is in beta and we will need to help you set it up.

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How can I enter data from my legacy systems?

Need to pull in data from somewhere else? Please contact support-at-mimiran.com or use the in-app chat help and we’ll help you get your data into Mimiran.

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PDF Generation (3)

Why does my text appear tiny in the PDF?

This can happen when you have a really high resolution logo or other image. To fit everything on the page, the PDF renderer makes the text tiny. To solve this problem, use a smaller logo or other image.

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Why do I get an error when I try to create a PDF version of the proposal?

Mimiran’s PDF renderer attempts to take the HTML version of your proposal sections and output them as a single PDF document. If you get an error when you click on the link to create a PDF, it’s probably because there … Continue reading

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Why Won’t My PDF Render?

If you clicked on the link to generate a PDF and got a blank page instead of a nice PDF version of your proposal, you may have inadvertently “broken” the template. One cause of this is inserted an image with … Continue reading

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Proposal Basics (8)

How can I create a proposal template?

When editing the proposal, simply check the “Save as Template” box. Then this proposal will be available as a template.

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How can I mark a proposal as “lost”?

Open the proposal and click the “Mark as Lost” button. This is useful if a proposal has grown cold and will never be accepted.

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How do I add pricing or quoting information to a proposal?

While editing a proposal section, use the merge field drop-down and select “Pricing Table.” This will insert a merge field called {{simple_pricing_table}} into your proposal section. When you and your prospect view the proposal, they will see the pricing table. … Continue reading

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How can I import my existing proposal templates?

You can copy and paste from Word, PDF, and other documents. If you want to paste plain text, click the Paste Text button. For Word, click the Paste from Word button. Note that your browser may prevent from you pasting … Continue reading

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How can I embed a YouTube video in a proposal?

Video makes your proposals stand out. From personal introductions to people on your team, to product documentation, to animations, site walk-throughs, and more, online proposals with video can speak to prospects in ways conventional proposals cannot. Mimiran makes it easy … Continue reading

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How do I send my first proposal?

Sending your first proposal is really easy and takes less than 5 minutes. When you create your account, Mimiran automatically sets up 2 sample proposals and a sample contact. That sample contact has the same email address as the account … Continue reading

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Add Merge Fields to a Proposal

Merge fields save you time and mistakes by automatically inserting snippets into your proposal, from simple things like the name of the customer, to pricing tables, and rich descriptions of the products. To insert a merge field into a proposal … Continue reading

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Embed Video in a Proposal

Video makes your proposals stand out. From personal introductions to people on your team, to product documentation, to animations, site walk-throughs, and more, online proposals with video can speak to prospects in ways conventional proposals cannot. Mimiran makes it easy … Continue reading

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Why does my text appear tiny in the PDF?

This can happen when you have a really high resolution logo or other image. To fit everything on the page, the PDF renderer makes the text tiny. To solve this problem, use a smaller logo or other image.

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Why do I get an error when I try to create a PDF version of the proposal?

Mimiran’s PDF renderer attempts to take the HTML version of your proposal sections and output them as a single PDF document. If you get an error when you click on the link to create a PDF, it’s probably because there … Continue reading

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Why Won’t My PDF Render?

If you clicked on the link to generate a PDF and got a blank page instead of a nice PDF version of your proposal, you may have inadvertently “broken” the template. One cause of this is inserted an image with … Continue reading

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Proposal Styling (1)

How can I format my table like a pricing table?

If you insert a pricing table into your proposal section, Mimiran automatically styles it so it looks nice. Unfortunately, there isn’t a great way to style your own tables (yet– we are working on it). However, you can make your … Continue reading

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Quotes and Pricing (1)

Why are all my prices $0?

If you see one or more zeroes for prices on your line items and that’s not what you want, go to the page for the product(s) in question. First, make sure there are base price rules listed at the bottom … Continue reading

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Users (1)

How do I change my password?

On the login screen (logout if you are currently in the app), click the Forgot Password link. This will send a link to your email that will allow you to reset your password.

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Viewing Proposals (5)

What’s an online proposal?

An online proposal is just a proposal you can access on the web, instead of having to download a large attachment. In addition to being easy to access, when you discuss the proposal, you can see changes reflected online, instead … Continue reading

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Can I download a PDF version of the proposal?

If your sales rep has made a PDF version available, you will see a link to download the PDF version in the sidebar, under the proposal summary and comments links.

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How can I navigate the proposal?

Within each proposal section, you can click to the next section (except for the last section) and to the previous section (except for the first section) by clicking the big blue navigation buttons. You can also jump to any section … Continue reading

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How do I accept the proposal?

Click the green Accept button in the sidebar (or at the bottom of the summary page, or on the final section). This will let you sign the proposal online, with mouse, trackpad, finger, stylus, or other pointing mechanism. Check the … Continue reading

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What if I have questions about the proposal?

You can leave a comment from the Proposal Summary section, or contact the sales rep who sent you the proposal directly. If you have more questions about the Mimiran Online Proposals application, you can use the chat box within the … Continue reading

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