Your browser’s native spell check will work in the Mimiran editor, with 2 important caveats. Most browsers highlight spelling errors with a dotted red underline. If the background color of that section is close to red, it can be hard … Read More
Templates and Content
Your content’s status field shows where it is in the sales process. Draft: The default state. This content cannot be viewed by prospects, even if they have a link. This lets you work on content before sharing, let’s your enforce … Read More
You can save an existing proposal or lead magnet as a template. This is helpful if you make substantial modifications to a template in a particular case, and then you think this would be useful as a template in it’s … Read More
Adding an Image Images can add a lot to your content. Fortunately, inserting images is easy. Click the Image button. To upload a new image, go to the Upload tab, choose your image, and click the Upload to Server button. … Read More
Yes. You can enable PDF generation for a template, and override this setting for each proposal. If your customers expect PDFs, it’s best to enable PDF generation. You’ll get a notification when your contact creates a PDF version of the proposal.