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How can I set up an additional team or brand?

If you have several brands or branches in your company for which independent offers should be created, then you can create several teams in Coposal.

1

Log in to your account and then click on the arrow located below your current team name on the left side of the page.

2

Now select "+ Add team".

3

Then you can enter the data of your new team. As soon as all data has been entered, you can save the entries via the "Add team" button. Afterwards, the two tabs "Team members" and "Settings" will be visible.

For more information on the "Team members" and "Settings" tabs, please refer to our FAQ article "How can I set up my team/brand in Coposal?".

Related topics:

Guide How can I create a content block or chapter and save it as a template?

Guide How to create a proposal for a customer quickly and easily?

Guide How can I create my own proposal templates for subsequent use?

Guide How to control the notifications from Coposal?

Guide How can I set up an additional team or brand?

FAQ Can multiple team members collaborate on a single proposal?

FAQ How can organizations benefit from proposal management software?

FAQ What are the advantages of using collaboration tools?

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