December 2024 Updates

We now include a note on how Google recommends keyword buying to be done - this will help with transparency with your clients, and prevent any miscommunications.

You can now easily add new client contacts, and update who the proposal will be sent to from the edit page. Click on the circle with initials (these are the initials for the current client contact assigned to this proposal) to expand. You can click on “Manage” to update the client contact or click on the “TEAM” header to update who on your team should be signing the proposal.