The Clozup guide, step by step.
Everything you need to prepare a proposal, share it with your client and follow how it's read. Screenshots come from the app, with demo data. The interface shown is in French.
01The basics and your list of proposals
Getting started
- How a proposal works in ClozupWith Clozup, you no longer send a PDF as an attachment. You prepare a proposal, and your client opens it in an online space in your colors, where they find your quote and everything that goes with it.
- Find and manage your proposalsThe Proposals menu lists all your proposals, newest first.
02From PDF quote to a proposal ready to share
Creating a proposal
- Create a new proposalFrom the proposal list, click "New quote".
- Step 1: add your PDF quoteKeep making quotes your way: Clozup takes the PDF as is.
- Step 2: attach documents to the quoteMarketing content, photos, official videos: anything that helps your client decide.
- Step 3: choose the services you presentEach page tells one chapter of the project: your approach, a service, a case study.
- Step 4: introduce your teamYour client knows right away who to talk to.
- Step 5: choose the theme (optional)The theme dresses the client space: colors, logo, background image.
03Invite your client and see what they read
Sharing and tracking
- Step 6: invite your client and share the proposalOnly the people you add here can open the proposal.
- Edit a proposal you've already sentA sent proposal can still be edited, and your client always sees the latest version.
- What your client seesNo account, no password: an email and a code are enough. The screenshots below show the standard client space.
- Track how your proposal is readKnowing what your client read helps you prepare your follow-up.
- Troubleshooting: your client can't open the proposalThe most common situations, and what to do.
04First steps, clients, library and permissions
Setting up and organizing your workspace
- First steps: set up your workspace before the first proposalDone once, by an administrator. After that, each salesperson just builds their proposals.
- Manage your clients: companies and contactsYour clients are organized by company.
- Your team and your content libraryWhat you prepare once, you reuse in every proposal.
- User roles and permissions in ClozupEach user has a role, assigned by an administrator.
- A few tips for a convincing proposalWhat makes the difference, proposal after proposal.