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Proposals
Learn everything from creating to sending proposals and everything that follows
Rob Lucas avatarSabrina Barron avatar
By Rob and 1 other2 authors27 articles

Creating and Editing Proposals


Restoring deleted content or pricing tables
Using Document types
Editing an Accepted Proposal
How to approve or deny a Proposal
How to set up Manager Approvals
Creating a new Document/Proposal
Proposal AI
Duplicating a Document
How to delete a signed document

Sending Proposals


Requesting approval for a Document
Proposals are not loading/showing an error
Setting Expiry dates for your documents
Editing a Document after it is sent
Resend Documents for free
Sending Documents from your own email client
How to password protect your proposals
Changing the email button text
Sending limit: Explained

Digital Signatures


Collecting multiple signatures on one Proposal
My client can't sign their proposal
Countersigning Proposals
Digital Signatures: Explained

Proposal Tracking and Analytics


What information gets tracked
Editing the Proposal Value on your Dashboard
How to read document tracking

PDF


Exporting proposals to PDF format or print
Online and PDF version differences
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