---
title: How to Manage Proposals in SalesReach
description: Eventually, you'll want to use SalesReach to close a deal. Use the Proposals module through the sales negotiation process.
---

[Skip to content](https://help.salesreach.io/how-to-manage-proposals-in-salesreach#main-content)

English

Show submenu for translations

[Contact Support](https://help.salesreach.io/kb-tickets/new?hsLang=en)

![Logo-RGB-Standard-1.png\]](https://help.salesreach.io/hs-fs/hubfs/Logo-RGB-Standard-1.png?height=40&name=Logo-RGB-Standard-1.png)

Open main navigation

Close main navigation

- English
  
  Show submenu for translations
- [Contact Support](https://help.salesreach.io/kb-tickets/new)
- Contact us

 Contact us

 👋 Hey there, how can we help?

- There are no suggestions because the search field is empty.

1. [Help Center](https://help.salesreach.io/?hsLang=en)
2. [Help By Topic](https://help.salesreach.io/help-by-topic?hsLang=en)
3. [Proposals](https://help.salesreach.io/help-by-topic?hsLang=en#proposals)

# How to Manage Proposals in SalesReach

## Eventually, you'll want to use SalesReach to close a deal. Use the Proposals module through the sales negotiation process.

### **Proposals are unique to each SalesReach page**

The Proposals Module is located in the Content Section of each SalesReach page. Each SalesReach page is designed to present one customer-facing proposal at a time. Though, you can attach multiple documents to be used as the selected customer-facing proposal within the Proposals Module.

### How to access the Proposals Module

1. Click to edit a SalesReach page >
2. Use the Visual Builder Sidebar Menu to locate the Content Section >
3. Click Add Content Section>
4. Select Proposal
5. Enter the form fields to complete the Proposal setup

In SalesReach each proposal is attached to the page. At any time when multiple proposals are attached to a SalesReach page (in the event a new version of a document should be shared with a client, for example) they will all be stored at the Page Level. 

Find all of your documents used in the Proposals Module in the Proposals Content Section of each page.

**Warning**: if you delete or remove the Proposals Content Section, your attached documents will no longer be attached to the SalesReach page.

### How to add a document as a Proposal in SalesReach

To read more about how to attach a document to a SalesReach page to be used in the Proposals Module go here. 

- [Product Updates](https://help.salesreach.io/product-updates?hsLang=en#main-content)
  
  
  
  
  
    - [SalesReach Dashboard](https://help.salesreach.io/product-updates?hsLang=en#salesreach-dashboard)
    - [SalesReach Content Library](https://help.salesreach.io/product-updates?hsLang=en#salesreach-content-library)
    - [Company Settings](https://help.salesreach.io/product-updates?hsLang=en#company-settings)
    - [Admin Settings](https://help.salesreach.io/product-updates?hsLang=en#admin-settings)
    - [SalesReach Visual Builder](https://help.salesreach.io/product-updates?hsLang=en#salesreach-visual-builder)
    - [BuyerVideo](https://help.salesreach.io/product-updates?hsLang=en#buyervideo)
    - [Layout](https://help.salesreach.io/product-updates?hsLang=en#layout)
- [Getting Started](https://help.salesreach.io/getting-started?hsLang=en#main-content)
  
  
  
  
  
    - [Integrations](https://help.salesreach.io/getting-started?hsLang=en#integrations)
    - [Unlimited Features](https://help.salesreach.io/getting-started?hsLang=en#unlimited-features)
    - [Reports](https://help.salesreach.io/getting-started?hsLang=en#reports)
    - [Team Owner Functions](https://help.salesreach.io/getting-started?hsLang=en#team-owner-functions)
    - [Design and Utility](https://help.salesreach.io/getting-started?hsLang=en#design-and-utility)
- [Permissions and Security](https://help.salesreach.io/permissions-and-security?hsLang=en#main-content)
  
  
  
  
  
    - [Passwords](https://help.salesreach.io/permissions-and-security?hsLang=en#passwords)
- [Help By Topic](https://help.salesreach.io/help-by-topic?hsLang=en#main-content)
  
  
  
  
  
    - [Dashboard](https://help.salesreach.io/help-by-topic?hsLang=en#dashboard)
    - [Content Library](https://help.salesreach.io/help-by-topic?hsLang=en#content-library)
    - [Proposals](https://help.salesreach.io/help-by-topic?hsLang=en#proposals)
    - [Visual Builder](https://help.salesreach.io/help-by-topic?hsLang=en#visual-builder)
    - [Message Templates](https://help.salesreach.io/help-by-topic?hsLang=en#message-templates)
    - [BuyerVideo](https://help.salesreach.io/help-by-topic?hsLang=en#buyervideo)
    - [Settings](https://help.salesreach.io/help-by-topic?hsLang=en#settings)
- [Analytics & Reporting](https://help.salesreach.io/analytics-reporting?hsLang=en)

[![Chill listening crop-3](https://help.salesreach.io/hs-fs/hubfs/Logo-RGB-Standard-Icon.png?width=24&height=24&name=Logo-RGB-Standard-Icon.png "Chill listening crop-3")](https://help.salesreach.io?hsLang=en)

Help Center

<https://twitter.com/salesreach_io> <https://www.linkedin.com/company/salesreach/> <https://www.youtube.com/channel/UCPNmJfM3P0oqfMCOPs4M8cQ>

Copyright © 2026, SalesReach.io