Better Proposals

How to get your Document approved so you can send it

Requesting approval for a Document

What to do if your proposals are showing an error

Proposals are not loading/showing an error

Setting Expiry dates for your documents

Editing a Document after it is sent

Resend Documents for free

Send your document link in a regular email

Sending Documents from your own email client

Add a password for an additional layer of access protection

How to password protect your proposals

Editing the "Read Your Document" email button

Changing the email button text

Information about your document allowance

Sending limit: Explained

Use this option to send documents with your own email platform

Generating document links without sending

Here's what to do if some of your merge tags aren't working as you'd expect

Why aren't my Merge Tags populating?

Sabrina Barron

Rob Lucas

Sending Proposals

YouTube: Using Better Proposals

Youtube: Proposal Breakdown Episodes

Proposal University

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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