Learn

Guides & tutorials

Everything you need to master proposal software and win more agency business.

How to Set Up White-Labeling for Your Agency

Learn how to create a fully branded proposal experience for your clients. Custom domains, logos, colours, and more.

Learn how to read engagement signals, track viewer behaviour, and use data to time your follow-ups perfectly.

The science of follow-up timing. Learn when to reach out based on engagement data, not guesswork.

A step-by-step guide to creating proposals that convert. From structure to storytelling, learn what makes clients say yes.

Learn how to enable legally binding e-signatures on your proposals. Get signed contracts faster with a seamless approval experience.

Use webhooks to connect Closed with your CRM, Slack, project management tools, and more via Zapier, Make, or n8n.

Build pricing tables that let clients choose packages, select add-ons, and see totals update in real-time.

Showcase your best work with compelling case studies that build trust and demonstrate results.

Learn how to invite team members, manage permissions, and collaborate on proposals effectively.

We publish new tutorials and tips regularly. Subscribe to stay up to date.

Join agency professionals worldwide. Unsubscribe anytime.

Start creating beautiful proposals with Closed and see why agencies trust us to win more business.