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Notifications

Overview

Notification Settings is where you control which activity updates Proposal.biz sends you. You can choose to be notified about document activity, team events, and collaborator actions so you always stay informed without being overwhelmed.

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Accessing Notifications

  1. Go to Settings in the left sidebar

  2. Under My Settings click Notifications

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Email Notifications

Configure which events trigger an email notification to your registered email address.

In-App Notifications

Configure which events trigger a notification inside Proposal.biz.

Document Activity Notifications

Stay informed about what is happening with your documents:

  • When a recipient views your document

  • When a recipient signs your document

  • When a recipient comments on your document

  • When a document expires

Team & Collaboration Notifications

Stay updated on team activity across your workspace:

  • When a team member is invited

  • When a team member joins your workspace

  • When a collaborator makes changes to a shared document

Browser Notifications

You can also enable browser notifications to get instant updates directly in your browser without needing to be inside Proposal.biz.

  1. Click Enable notifications when prompted on your dashboard

  2. Allow notifications in your browser settings when asked

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💡 Pro Tip Enable document view notifications so you know the exact moment a recipient opens your proposal. This lets you follow up while their interest is at its highest — significantly improving your chances of a quick response.

Next Steps This completes your Settings configuration. Learn how to connect your favourite tools in Integrations.