Skip to main content

Proposals

Create, manage, and track professional proposals from Partner Center → Commerce → Proposals. Proposal Builder provides customizable templates, professional PDFs, notification tracking, flexible pricing, and Snapshot Report integration to help you close deals.

What is Proposal Builder?​

Proposal Builder is a tool in Commerce for creating professional proposals. You can create, edit, and track proposals with customizable templates, professional PDF generation, notification tracking, flexible pricing displays, and integration with Snapshot Reports.

Why use it?​

Professional proposals help win business and communicate value. Proposal Builder keeps your presentation consistent, shows client engagement, and works with Snapshot Reports so prospects see their needs—and you can follow up at the right time.

What you can do​

  • Create proposals using customizable templates
  • Generate PDFs for client sharing
  • Track engagement with email and in-app notifications
  • Display flexible pricing options, including retail pricing
  • Add Snapshot Reports to highlight prospect pain points
  • Filter and manage proposals by salesperson
  • Preview templates before choosing a design
  • Archive proposals when no longer needed
  • Use multiple currencies for international clients

Set up and create proposals​

Access and create a proposal​

  1. Go to Partner Center → Commerce → Proposals
  2. Click Create New Proposal
  3. Choose an existing template or create one from scratch

Create a proposal template​

  1. Go to Partner Center → Commerce → Proposals → Templates
  2. Click Create New Template
  3. Add your branding and content structure, then save the template

Create New Template button in Proposals section

Add Snapshot Reports to proposals​

Snapshot Reports help highlight prospect pain points and recommended solutions:

  1. Generate a Snapshot Report for the prospect (recommended ahead of time)
  2. Go to Partner Center → Commerce → Proposals → Manage Proposals
  3. Choose a template or create a new proposal
  4. Select the recipient account
  5. Open the Insert widget panel and click Snapshot report
  6. Select the sections you want

Snapshot Report insertion in Proposals

Sections become widgets you can rearrange.

tip

Generate the Snapshot Report ahead of time. Reports can take up to 24 hours to generate and work well as prospecting tools for first meetings.

Key features​

Professional PDFs​

Turn proposals into polished PDFs to share with clients.

Generate Professional PDFs

Notifications​

  • Email – Get notified when clients view or interact with proposals.
  • In-app – See real-time updates when clients take action.

Email Notifications

In-App Notifications

Pricing options​

  • Retail pricing – Show standard retail prices for products and services.
  • Flexible display – Customize how pricing appears in proposals.

Retail Pricing

Flexible Display

Managing proposals​

From the Proposals dashboard you can view all proposals and their statuses, edit or duplicate proposals, and archive ones you no longer need.

Filter by salesperson​

  1. Go to Partner Center → Commerce → Proposals
  2. Click the filter icon to the left of the Search bar
  3. Select a Salesperson from the dropdown

Filtering proposals by salesperson

Preview templates​

  1. Go to Partner Center → Commerce → Proposals → Manage Proposals or Templates
  2. Choose a template and scroll through the preview
  3. Repeat until you find a match, then name the proposal and select a recipient
  4. Click Create

Best practices​

  • Keep proposals concise and focused on client needs
  • Use consistent branding
  • Include clear calls to action
  • Follow up promptly after sending
  • Review analytics to understand engagement
  • Generate Snapshot Reports ahead of time for stronger first impressions
  • Use templates to keep the team consistent

Frequently asked questions​

Can I create proposals in multiple currencies?

Yes. If you sell in multiple currencies and have multiple markets set up, a salesperson in a given market can create proposals using that market’s products and packages with the appropriate currency.

How do I delete a proposal?

Proposals cannot be deleted after creation. You can archive one by clicking Archive on the right side of the Manage Proposals page.

Archive button on the Manage Proposals page

Why add Snapshot Reports to proposals?

Snapshot Report integration helps start the conversation with content that highlights the prospect’s pain points and your recommended solutions, so prospects better understand the value of your proposal.

Why filter by salesperson?

Filtering lets salespeople see only their proposals and status (viewed, commented, approved) without scrolling through colleagues’ proposals.

Why preview templates before use?

Format and content affect how well a proposal closes a deal, and the right design depends on the client and opportunity. Previewing helps you pick the best template for each case.