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