Create Proposal

Tutorial

Getting Started on Zapproved

Here is everything you need to know to master Zapproved:

Learn your way around in a few clicks
You can get anywhere you want to go by using the navigation bar in the upper right corner. You’ll see tabs for Home which takes you to the Message Center, Learn More, Blog and My Settings. Just below them, you’ll see a few more choices appear once a tab is selected.

The Message Center keeps you in control
The Message Center is where you can see the status of all of your active items. By scanning down the page, you can see proposals you've sent and who has requested an approval from you.

Creating a proposal is simple
Sending a proposal is as easy as sending an email. Check it out:

  1. Click the Create Proposal button
  2. Enter the email address for the Approver(s) and Viewer(s)
  3. Enter the Proposal Title
  4. Optionally set a Due Date, Priority Level, and a Project Name
  5. Enter a message to provide the recipient(s) information about the decision under consideration
  6. If your decision requires information contained in a separate file, click Attach File
  7. Click Send, and your proposal is on its way!

Anyone can comment for a collaborative process
Use the Comment function to exchange information which will be shared with the entire group.

Add all of your Contacts for smoother operation
Adding your Contacts to Zapproved will save you time by storing email addresses in your account. Adding them directly from Outlook takes just minutes.

It’s easy to organize your proposals
The first step to managing your proposals is to create some Project names that correspond to your work flow. It could be departments, clients, tasks or any other method that works for you. You can organize them any way you like and will have easy access to them in the archive.

For more answers to questions, visit our FAQ or send us an email at support@zapproved.com and we’ll be happy to help you.