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  • Agentbox Proposals
  • Intro to Agentbox Proposals
  • Creating and Editing Proposals
  • Proposal Follow Up
  • Admin Access
  • Integrations
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Intro to Agentbox Proposals
How to Activate Agentbox Proposals 
Gaining Access and Logging in to Agentbox Proposals
Basic Product Navigation
My Profile
Available Templates
Creating and Editing Proposals
Creating a Proposal
Editing and publishing a Proposal Overview
Using Custom Fonts in Agentbox Proposals
Uploading Documents in Proposals
Creating and adding a slide to your proposal
Creating and adding a banner to your proposal
Managing Cover Pages in PDF Proposals
Creating and adding a marketing element to your proposal
Adding images in your media library
Adding comparable sales to your proposal
Adding an agent as a part of your support team
Creating and adding testimonials
Adjusting marketing Investment within the proposal
Marketing Packages
Adding current properties for sale to your proposal
Adding Video to your Proposal
Editing your campaign calendar
Inserting a Method of Sale to your Proposal
Adding sold listings to your proposal
Proposal Next Steps
Re-ordering sections of your proposal
Duplicating a Proposal
Archiving, Unarchiving and Deleting a proposal
Proposal Expiry
Generating a Proposal URL
Proposal Follow Up
Viewing your clients session replay
View your clients activities through the heatmap
Admin Access
How to get Admin Access
Template Creation
Customising Blocks and Columns in Proposal Templates
Hide functionality
Slider Functionality
Tabular Block
Animation
Call To Action Button
Updating Templates
Managing Themes
Branding Settings
Integrations
Rate My Agent Integration
REI Forms Live Integration
How to manage your data provider in Agentbox Proposals
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