Proposals
Learn everything from creating to sending proposals and everything that follows
By Sabrina and 1 other2 authors31 articles
- Restoring deleted sections, blocks 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
- Document Checker
- How to delete a signed document
- Duplicating a Document
- Collaborative editing
- Adding internal comments inside the editor
- 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
- Generating document links without sending
