Features-Online Proposals

FAQs about creating and sending proposals.

Here are some common questions that you might have about our product and how it works.

Can I create proposals from templates?

Yes. Start from a template and customize the text, images, pricing, and services.

Does proposals support e-signatures?

Yes. Clients can digitally sign and accept proposals without needing another tool.

Can I bundle services or packages into proposals?

You can include line items, packages, and dynamic pricing for flexibility.

Will I be notified when a client views or signs a proposal?

Yes. You’ll receive real-time updates on views, actions, and signatures.

Can a proposal turn into a project?

Once accepted, you can instantly generate a project or invoice from it.

How do I get support if I need help?

You can reach our team through live chat in the app or submit a support request anytime. We’re here to help you get unstuck quickly.

Do you offer onboarding assistance or training?

Yes. When you join, we guide you step-by-step through setup with helpful tooltips and walkthroughs. You can also book a personalized onboarding session if you'd like hands-on help.

Where can I find tutorials or documentation?

You can access our Knowledge Base from the app at any time. It includes quick guides, how-to articles, and videos to help you learn by doing.

What’s your response time for support requests?

Most support requests are answered in under an hour during business hours. We always aim to respond within one business day at the latest.

Can I request a product demo or walkthrough?

Yes. You can book a live walkthrough with our team.

How do I reset my password?

TalleFlow is an upcoming all-in-one (Customer Relationship Management) CRM tool designed to help service-based businesses streamline their workflows, manage clients, and grow their business with ease.

Can I sign in with Google or other accounts?

You can sign in with your Google account or with email and password. Other login options are not supported at this time.

How do I manage my business profile or branding?

Head to Business Settings to update your logo, business name, brand colors, and contact details. These show up on invoices, proposals, and client-facing materials.

Can I delete my account if I no longer need it?

Yes. You can request account deletion from your settings. We’ll permanently delete your data in accordance with privacy laws like GDPR and CCPA.

Who can access my account or workspace?

Only you and any teammates you invite have access. You can manage permissions and remove users from your Team Settings.

Have Questions?

Should you require further information about our product or its features, don't hesitate to get in touch with us.

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Online Proposals

Online Proposals

Send Proposals That Win Clients

Turn Interest Into Action Faster

FAQs about creating and sending proposals.

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