Effective December 1, 2025, Vendasta will begin retiring the legacy Proposal Builder tool.
Partners will have access to their proposals until February 3, 2026
, and can download them before this date. After February 3, Proposal Builder will be fully removed from Partner Center.We encourage all partners to start using Vendasta’s new unified ordering workflow, which offers a better way to manage quoting, approvals, and fulfillment in one place.
What’s Changing
- December 1, 2025:Proposal Builder will no longer be available to new partners.
- February 3, 2026:Proposal Builder will be fully retired for all users.
- Existing partners can continue viewing and exporting proposals until the final retirement date.
After February 3, Proposal Builder will be removed from Partner Center.
Why It’s Changing
Proposal Builder was originally designed to help partners create branded proposals. After careful consideration and feedback from customers, development efforts have shifted to streamline our ordering workflow. Much of the key integrated Proposal Builder functionality has since been moved to Vendasta’s ordering workflow, and now, Proposal Builder does not integrate with Vendasta’s orders or invoices.
The simplified ordering workflow now provides everything needed to create, customize, and send client-ready orders in one place. Partners can:
- Select products and packages
- Customize pricing, terms, and start or end dates
- Attach PDFs or other collateral (including proposals created in Google Docs or other tools)
- Send orders for customer approval and payment
- Automatically trigger activation and invoicing
You can still include visuals by attaching your own custom proposal PDFs created in tools like Google Docs or Microsoft PowerPoint.
What to Expect
- No new Vendasta partners will gain access if they sign-up after December 1, 2025.
- Existing Vendasta partners can view and export proposals until February 3, 2026.
- Support and bug fixes will end after the sunset date.
Why Use The New Simplified Ordering Workflow?
- Simplified workflow: Create and send orders in a single step, without managing extra templates.
- Modern tools: Use familiar document or design tools to build your proposals while keeping quoting and approvals in one system.
- Improved consistency: Retiring Proposal Builder reduces confusion and ensures a smoother experience across Orders and Invoices.
What You Should Do
- Start using the new ordering workflow in Partner Center.
- Download any proposals you wish to keep before February 3, 2026.
- Attach your own branded PDFs to new orders for a polished, client-facing experience.
If you currently use Proposal Builder, we recommend completing your transition as soon as possible.
Saying Goodbye to a Legacy Tool
Proposal Builder has supported many partners over the years, but as Vendasta focuses on modern, integrated commerce experiences, we are simplifying the platform to ensure a more consistent and reliable experience for everyone.
Thank you for helping us continue to make Vendasta simpler, smarter, and more powerful for your business.