# Better Proposals Help Center

> Let's get you the help you need

## Getting Started

- [Walkthrough of Better Proposals](https://help.betterproposals.io/en/articles/1822583-walkthrough-of-better-proposals.md): A video walkthrough of Better Proposals
- [Adding your first template](https://help.betterproposals.io/en/articles/1822515-adding-your-first-template.md): Adding your first example template from the Better Proposals Marketplace
- [Table of contents for new sidebar](https://help.betterproposals.io/en/articles/6224352-table-of-contents-for-new-sidebar.md): Everything you need to know about what's changed with the new update.
- [Setting up your branding](https://help.betterproposals.io/en/articles/1822517-setting-up-your-branding.md): Setting up your logo, brand, colours, fonts, thank you pages and custom domain for your proposals
- [Sending a test document](https://help.betterproposals.io/en/articles/1822516-sending-a-test-document.md): Sending a test proposal to yourself or a colleague to see how it looks

## Using the Editor

- [Changing the colour of the text in proposals](https://help.betterproposals.io/en/articles/4921932-changing-the-colour-of-the-text-in-proposals.md): Editing the font color in proposals or templates
- [Embedding/Attaching Documents, PDF's or Files into your Proposals](https://help.betterproposals.io/en/articles/4557132-embedding-attaching-documents-pdf-s-or-files-into-your-proposals.md): The best way to include any document, PDF or file in your proposal
- [Accessing the HTML editor](https://help.betterproposals.io/en/articles/4921862-accessing-the-html-editor.md): Editing HTML in Better Proposals with ease
- [How to use the text editor](https://help.betterproposals.io/en/articles/5008187-how-to-use-the-text-editor.md): Editing your first text block and styling your content
- [Moving, deleting and recovering content in proposals](https://help.betterproposals.io/en/articles/4972376-moving-deleting-and-recovering-content-in-proposals.md): Moving, deleting and editing your content
- [Adding, renaming, moving and deleting sections](https://help.betterproposals.io/en/articles/5008082-adding-renaming-moving-and-deleting-sections.md): How to manipulate the section setup of your proposals
- [Images not uploading](https://help.betterproposals.io/en/articles/5916465-images-not-uploading.md): Trying to upload an image and getting an error
- [Formatting images to sit side by side](https://help.betterproposals.io/en/articles/4924592-formatting-images-to-sit-side-by-side.md): Inserting two images next to each other in proposals
- [Inserting images](https://help.betterproposals.io/en/articles/5011061-inserting-images.md): Two ways to add images into your proposals
- [Inserting Videos](https://help.betterproposals.io/en/articles/5011200-inserting-videos.md): Adding videos to your proposals using YouTube, Vimeo, Loom or Wistia
- [Adding background images/videos to your content blocks](https://help.betterproposals.io/en/articles/4866927-adding-background-images-videos-to-your-content-blocks.md): Using images and videos as backgrounds to make your content blocks stand out
- [Updating multiple content blocks with the same background colour](https://help.betterproposals.io/en/articles/6845260-updating-multiple-content-blocks-with-the-same-background-colour.md): A quick and easy way to change the background colour of one content block and apply it to all other feature blocks of the same color
- [Everything you can do with Content Blocks](https://help.betterproposals.io/en/articles/4866849-everything-you-can-do-with-content-blocks.md): Using Content blocks to bring your proposals to life
- [Adding Trims to your content blocks](https://help.betterproposals.io/en/articles/4867507-adding-trims-to-your-content-blocks.md): Trims add that extra bit of flair between your blocks to give it that styled look.
- [Structuring your content and layout inside content blocks](https://help.betterproposals.io/en/articles/4867747-structuring-your-content-and-layout-inside-content-blocks.md): Using the different format options available to you to make your content stand out
- [Adding Tables in Your Content Blocks](https://help.betterproposals.io/en/articles/10259507-adding-tables-in-your-content-blocks.md): Tables are a great way to organize and present information in your content blocks. Here’s a step-by-step guide to help you add and customize tables:
- [Pricing table basics](https://help.betterproposals.io/en/articles/5203752-pricing-table-basics.md): Display your pricing or quote in a simple to understand table
- [Applying discounts](https://help.betterproposals.io/en/articles/5098927-applying-discounts.md): Adding flexible discounts to your pricing
- [Adding multiple pricing table blocks](https://help.betterproposals.io/en/articles/5098880-adding-multiple-pricing-table-blocks.md): Separate your pricing into individual pricing blocks
- [Using Pricing Tables](https://help.betterproposals.io/en/articles/4984101-using-pricing-tables.md): Exploring the different aspects of Pricing tables within Better Proposals
- [Selling Packages and Optional Items](https://help.betterproposals.io/en/articles/5020230-selling-packages-and-optional-items.md): Give clients the choice to choose between packages or add in extras to a pricing table
- [Using quantities](https://help.betterproposals.io/en/articles/5011579-using-quantities.md): Using quantities in your pricing table and allowing your customers to choose the quantity
- [Changing the design of your pricing table](https://help.betterproposals.io/en/articles/5013385-changing-the-design-of-your-pricing-table.md): Adding a splash of design to your pricing tables

## Proposals

- [Restoring deleted sections, blocks or pricing tables](https://help.betterproposals.io/en/articles/4921870-restoring-deleted-sections-blocks-or-pricing-tables.md): Recovering blocks or pricing tables that have been deleted in error
- [Using Document types](https://help.betterproposals.io/en/articles/6840123-using-document-types.md): How to use and add different document types within Better Proposals
- [Editing an Accepted Proposal](https://help.betterproposals.io/en/articles/4592167-editing-an-accepted-proposal.md): What to do when you need to edit/make changes to an accepted proposal
- [How to approve or deny a Proposal](https://help.betterproposals.io/en/articles/4247679-how-to-approve-or-deny-a-proposal.md): Approve or send feedback on a proposal
- [How to set up Manager Approvals](https://help.betterproposals.io/en/articles/4245688-how-to-set-up-manager-approvals.md): Set up an approval workflow
- [Creating a new Document/Proposal](https://help.betterproposals.io/en/articles/1822518-creating-a-new-document-proposal.md): Create your web-based, trackable proposal and win your next deal
- [Document Checker](https://help.betterproposals.io/en/articles/3533251-document-checker.md): Receive tips for proposal improvements from the system itself
- [How to delete a signed document](https://help.betterproposals.io/en/articles/2686771-how-to-delete-a-signed-document.md): How to delete a proposal you sent and signed as a test
- [Duplicating a Document](https://help.betterproposals.io/en/articles/9196349-duplicating-a-document.md): Quickly duplicate a document with a couple of clicks
- [Collaborative editing](https://help.betterproposals.io/en/articles/8677151-collaborative-editing.md): Allow multiple users to make edits to the same document at the same time.
- [Adding internal comments inside the editor](https://help.betterproposals.io/en/articles/9330768-adding-internal-comments-inside-the-editor.md): Share internal comments with your team to speed up your approval process and get documents out faster
- [Requesting approval for a Document](https://help.betterproposals.io/en/articles/4248484-requesting-approval-for-a-document.md): How to get your Document approved so you can send it
- [Proposals are not loading/showing an error](https://help.betterproposals.io/en/articles/4578312-proposals-are-not-loading-showing-an-error.md): What to do if your proposals are showing an error
- [Setting Expiry dates for your documents](https://help.betterproposals.io/en/articles/6968144-setting-expiry-dates-for-your-documents.md): Automate the expiry of your documents
- [Editing a Document after it is sent](https://help.betterproposals.io/en/articles/1921972-editing-a-document-after-it-is-sent.md): Changing proposals after sending
- [Resend Documents for free](https://help.betterproposals.io/en/articles/1921663-resend-documents-for-free.md): We do not charge for resending documents
- [Sending Documents from your own email client](https://help.betterproposals.io/en/articles/1921696-sending-documents-from-your-own-email-client.md): Send your document link in a regular email
- [How to password protect your proposals](https://help.betterproposals.io/en/articles/3762389-how-to-password-protect-your-proposals.md): Add a password for an additional layer of access protection
- [Changing the email button text](https://help.betterproposals.io/en/articles/1921784-changing-the-email-button-text.md): Editing the "Read Your Document" email button
- [Sending limit: Explained](https://help.betterproposals.io/en/articles/1822528-sending-limit-explained.md): Information about your document allowance
- [Generating document links without sending](https://help.betterproposals.io/en/articles/8979875-generating-document-links-without-sending.md): Use this option to send documents with your own email platform
- [Why aren't my Merge Tags populating?](https://help.betterproposals.io/en/articles/16119135-why-aren-t-my-merge-tags-populating.md): Here's what to do if some of your merge tags aren't working as you'd expect
- [Collecting multiple signatures on one Proposal](https://help.betterproposals.io/en/articles/3535127-collecting-multiple-signatures-on-one-proposal.md): How to allow multiple people to sign or countersign yourself
- [My client can't sign their proposal](https://help.betterproposals.io/en/articles/3017775-my-client-can-t-sign-their-proposal.md): The signature block is missing when my client opens their proposal
- [Countersigning Proposals](https://help.betterproposals.io/en/articles/1922452-countersigning-proposals.md): Is there a requirement to countersign your proposals?
- [Digital Signatures: Explained](https://help.betterproposals.io/en/articles/5008021-digital-signatures-explained.md): Get your Proposals signed online with Digital Signatures
- [Editing the Acceptance block](https://help.betterproposals.io/en/articles/9104388-editing-the-acceptance-block.md): Change the legal wording and design of your Acceptance block to best suit your acceptance process.
- [What information gets tracked](https://help.betterproposals.io/en/articles/1822532-what-information-gets-tracked.md): Get notified about what happens with your proposal
- [Editing the Proposal Value on your Dashboard](https://help.betterproposals.io/en/articles/4575471-editing-the-proposal-value-on-your-dashboard.md): How to change the value of a proposal so your pipeline is accurate
- [How to read document tracking](https://help.betterproposals.io/en/articles/1822533-how-to-read-document-tracking.md): The statistics revealed by document tracking data
- [Exporting proposals to PDF format or print](https://help.betterproposals.io/en/articles/5254103-exporting-proposals-to-pdf-format-or-print.md): How to download your proposal/document as a PDF
- [Online and PDF version differences](https://help.betterproposals.io/en/articles/1922520-online-and-pdf-version-differences.md): Why you might spot small discrepancies between the online proposal and the PDF version

## Templates

- [Organizing your Templates and Content library using Folders](https://help.betterproposals.io/en/articles/6842533-organizing-your-templates-and-content-library-using-folders.md): Catalogue your templates/content library elements into folders and set folder permissions
- [Adding a template from the marketplace](https://help.betterproposals.io/en/articles/1822541-adding-a-template-from-the-marketplace.md): Use one of our pre-written document examples and win more deals
- [How do I find example document templates?](https://help.betterproposals.io/en/articles/1822551-how-do-i-find-example-document-templates.md): Where to access the Template Marketplace
- [Do you have a template for my industry?](https://help.betterproposals.io/en/articles/1822552-do-you-have-a-template-for-my-industry.md): The Better Proposal Marketplace carries industry specific templates
- [Everywhere you can use Merge tags](https://help.betterproposals.io/en/articles/5717055-everywhere-you-can-use-merge-tags.md): Save time by adding Merge tags in every step of your proposal workflow
- [Locking Sections or Blocks so they cannot be edited](https://help.betterproposals.io/en/articles/6700935-locking-sections-or-blocks-so-they-cannot-be-edited.md): How to lock blocks so that they can't be edited by users without permission
- [Import Word documents using our Document Importer](https://help.betterproposals.io/en/articles/7228081-import-word-documents-using-our-document-importer.md): Create ready-to-use templates inside Better Proposals from your existing content in minutes
- [Using Merge tags](https://help.betterproposals.io/en/articles/5713532-using-merge-tags.md): Also commonly known as merge fields, variables or tokens
- ['Fully Scrollable' vs 'Section by Section' view](https://help.betterproposals.io/en/articles/6501337-fully-scrollable-vs-section-by-section-view.md): How to switch between the two viewing modes inside your template.
- [Using our Default Merge tags](https://help.betterproposals.io/en/articles/5716675-using-our-default-merge-tags.md): A list of our in-built merge tags/merge fields
- [Creating/Editing Custom Merge tags](https://help.betterproposals.io/en/articles/5716683-creating-editing-custom-merge-tags.md): How to create/edit your custom merge fields/tags
- [Creating a template](https://help.betterproposals.io/en/articles/1822540-creating-a-template.md): Kicking off the document writing process.
- [Editing and deleting templates](https://help.betterproposals.io/en/articles/1822544-editing-and-deleting-templates.md): Tailor the template to your business or your next client
- [Using Better Proposals templates vs designing documents](https://help.betterproposals.io/en/articles/1921582-using-better-proposals-templates-vs-designing-documents.md): Our document templates are ready to go, or design your own
- [Merging Templates](https://help.betterproposals.io/en/articles/4971642-merging-templates.md): Adding content and individual pages from separate templates into a master copy
- [Organizing your blocks into sections](https://help.betterproposals.io/en/articles/8283603-organizing-your-blocks-into-sections.md): How to structure your blocks so they are ossociated to the correct sections
- [Adding content from the Content Library](https://help.betterproposals.io/en/articles/4921638-adding-content-from-the-content-library.md): How to add content and pages from the Content Library to your Proposals and Templates
- [Saving content to the Content Library](https://help.betterproposals.io/en/articles/4924644-saving-content-to-the-content-library.md): Save reusable blocks of content or pages to your library
- [Using Pre-built sections and content blocks](https://help.betterproposals.io/en/articles/8027708-using-pre-built-sections-and-content-blocks.md): Rapidly improve your document creation process by using pre-made blocks and sections.
- [Using the Content Library](https://help.betterproposals.io/en/articles/8031772-using-the-content-library.md): Optimise your document creation process using the content library.
- [Editing and deleting document covers](https://help.betterproposals.io/en/articles/1822539-editing-and-deleting-document-covers.md): Create a killer first impression with a superb document cover
- [Creating a cover](https://help.betterproposals.io/en/articles/4972340-creating-a-cover.md): Add a beautifully designed cover to your proposals

## Proposal Branding

- [Your Document Logo](https://help.betterproposals.io/en/articles/1822983-your-document-logo.md): Design your document with your brand front and centre
- [Changing logo on a cover](https://help.betterproposals.io/en/articles/1822960-changing-logo-on-a-cover.md): Make each document cover look perfect by uploading your logo to suit
- [Changing navigation menu colour](https://help.betterproposals.io/en/articles/1919351-changing-navigation-menu-colour.md): Customising the colour of the menu used to navigate the document
- [Your email logo](https://help.betterproposals.io/en/articles/1822971-your-email-logo.md): Brand your document emails with your logo
- [Changing Fonts](https://help.betterproposals.io/en/articles/2590682-changing-fonts.md): Set up the fonts, weights, colors size and spacing that best reflects your brand.
- [Add a Custom Font](https://help.betterproposals.io/en/articles/3529990-add-a-custom-font.md): Upload your own custom font files for your brand
- [Using Adobe Fonts \(Typekit\)](https://help.betterproposals.io/en/articles/3530306-using-adobe-fonts-typekit.md): Add your own projects and fonts from Adobe Fonts
- [Adding CNAME/A-Records using Cloudflare](https://help.betterproposals.io/en/articles/4342103-adding-cname-a-records-using-cloudflare.md): Adding DNS records to Cloudflare
- [Setting up your custom domain](https://help.betterproposals.io/en/articles/1822561-setting-up-your-custom-domain.md): Set up your proposals to load under your business domain
- [Whitelisting your Sending domain](https://help.betterproposals.io/en/articles/1822562-whitelisting-your-sending-domain.md): How to avoid your proposals being flagged as spam/junk
- [Adding CNAME records with your DNS provider](https://help.betterproposals.io/en/articles/2672924-adding-cname-records-with-your-dns-provider.md): Helpful links to instructions for specific DNS providers
- [My CNAME records won't verify](https://help.betterproposals.io/en/articles/2846970-my-cname-records-won-t-verify.md): Having trouble verifying CNAME records for domain whitelisting?
- [Switching off Better Proposals branding](https://help.betterproposals.io/en/articles/1922603-switching-off-better-proposals-branding.md): Making sure your branding is foremost on proposals
- [Creating multiple brands in your account](https://help.betterproposals.io/en/articles/4605399-creating-multiple-brands-in-your-account.md): How to duplicate or create new Brands in your account
- [Changing the language of your documents](https://help.betterproposals.io/en/articles/1822566-changing-the-language-of-your-documents.md): Better Proposals supports 26 international languages
- [Finance settings](https://help.betterproposals.io/en/articles/1822568-finance-settings.md): How to edit currency settings
- [Thank you messages](https://help.betterproposals.io/en/articles/1822570-thank-you-messages.md): Our hints and tips for thank you messages once documents are signed
- [Payment Messages](https://help.betterproposals.io/en/articles/1822636-payment-messages.md): Customising the messages your clients see before and after they make a payment

## Integrations

- [Connecting Zapier](https://help.betterproposals.io/en/articles/1973433-connecting-zapier.md): Connect your Better Proposals account with Zapier
- [Integrating ActiveCampaign](https://help.betterproposals.io/en/articles/1822505-integrating-activecampaign.md): Search for contacts from your CRM and send documents faster
- [Hubspot Advanced integration](https://help.betterproposals.io/en/articles/6649302-hubspot-advanced-integration.md): Getting the Advanced Hubspot Integration setup so you can optimise the integration and save more time.
- [Salesforce Advanced integration](https://help.betterproposals.io/en/articles/6653490-salesforce-advanced-integration.md): Getting the Advanced Salesforce Integration set up so you can optimise the integration and save more time.
- [Integrating Copper CRM](https://help.betterproposals.io/en/articles/6984739-integrating-copper-crm.md): Search for contacts from your CRM and send documents faster
- [Integrating Agile CRM](https://help.betterproposals.io/en/articles/3493120-integrating-agile-crm.md): Search for contact details to save time
- [Integrating Base](https://help.betterproposals.io/en/articles/1822482-integrating-base.md): Search for contacts from your CRM and send documents faster
- [Integrating Capsule](https://help.betterproposals.io/en/articles/1822483-integrating-capsule.md): Search for contact details and sync your documents with Capsule opportunities
- [Integrating Highrise](https://help.betterproposals.io/en/articles/1822485-integrating-highrise.md): Search for contacts from your CRM and send proposals faster
- [Integrate HubSpot CRM](https://help.betterproposals.io/en/articles/1819842-integrate-hubspot-crm.md): Search for a company from Hubspot and sync your document with a Deal in your CRM
- [Integrating Insightly](https://help.betterproposals.io/en/articles/1822486-integrating-insightly.md): Search for contacts from your CRM and send documents faster
- [Integrating Pipedrive](https://help.betterproposals.io/en/articles/1822488-integrating-pipedrive.md): Search for a company from Pipedrive and sync your document with a Deal in your CRM
- [Integrating Salesflare](https://help.betterproposals.io/en/articles/1822489-integrating-salesflare.md): Search for contacts from your CRM and send documents faster
- [Integrating Salesforce](https://help.betterproposals.io/en/articles/1822490-integrating-salesforce.md): Search for contact details and sync your documents with Salesforce opportunities
- [Integrating Zoho](https://help.betterproposals.io/en/articles/1822494-integrating-zoho.md): Search for contacts from your CRM and send documents faster
- [Integrating GoCardless](https://help.betterproposals.io/en/articles/1822484-integrating-gocardless.md): Integrate with GoCardless and take payments on your documents
- [Integrating Stripe](https://help.betterproposals.io/en/articles/1822491-integrating-stripe.md): Integrate with Stripe and take payments on your documents
- [Integrating PayPal](https://help.betterproposals.io/en/articles/1822487-integrating-paypal.md): Integrate with PayPal and take payments on your documents
- [Integrating Olark Live chat](https://help.betterproposals.io/en/articles/5519948-integrating-olark-live-chat.md): Getting your Olark live chat setup and activated inside your account
- [Integrating any Live Chat Platform](https://help.betterproposals.io/en/articles/1822480-integrating-any-live-chat-platform.md)
- [Integrating a new live chat platform](https://help.betterproposals.io/en/articles/1923029-integrating-a-new-live-chat-platform.md): What to do if we don't offer the live chat integration you use
- [Integrating Asana](https://help.betterproposals.io/en/articles/2189032-integrating-asana.md): Connect your Asana account and create projects directly from a document
- [Integrating ClickUp](https://help.betterproposals.io/en/articles/7878651-integrating-clickup.md): Create a new folder in your chosen workspace using the ClickUp integration
- [Integrating Basecamp 3](https://help.betterproposals.io/en/articles/2359267-integrating-basecamp-3.md): Connect your Basecamp 3 account and create projects directly from a document
- [Integrating Teamwork](https://help.betterproposals.io/en/articles/2359304-integrating-teamwork.md): Connect your Teamwork account and create projects directly from a document
- [Integrating Trello](https://help.betterproposals.io/en/articles/2359343-integrating-trello.md): Connect your Trello account and create cards directly from a document
- [Integrating Wrike](https://help.betterproposals.io/en/articles/2359406-integrating-wrike.md): Connect your Wrike account and create projects directly from a document
- [Integrating The Facebook Pixel](https://help.betterproposals.io/en/articles/1822481-integrating-the-facebook-pixel.md)

## Settings

- [Setting up your Onboarding](https://help.betterproposals.io/en/articles/8438804-setting-up-your-onboarding.md): Streamline your customer onboarding with forms, booking calendars and custom redirects
- [Setting up forms](https://help.betterproposals.io/en/articles/8448689-setting-up-forms.md): Create forms inside your account to be used in your Onboarding
- [Setting up your products and pricing advice](https://help.betterproposals.io/en/articles/1822569-setting-up-your-products-and-pricing-advice.md): Setting up Products saves you time when building quotes
- [Import or Update Your Product & Services](https://help.betterproposals.io/en/articles/10031079-import-or-update-your-product-services.md): Bulk import your products/services into your account
- [Invite a new user](https://help.betterproposals.io/en/articles/1822565-invite-a-new-user.md): Use Better Proposals across your entire team
- [Editing and deleting users](https://help.betterproposals.io/en/articles/1822567-editing-and-deleting-users.md): Manage your team in Better Proposals
- [Managing Teams](https://help.betterproposals.io/en/articles/3486423-managing-teams.md): How to add teams, managers and permissions
- [User Permissions](https://help.betterproposals.io/en/articles/2590840-user-permissions.md): Giving access to certain parts of Better Proposals to certain users
- [Notifications from Better Proposals](https://help.betterproposals.io/en/articles/1822571-notifications-from-better-proposals.md): What notifications do you want to receive?
- [Setting up your own Color Palette](https://help.betterproposals.io/en/articles/5249672-setting-up-your-own-color-palette.md): Add your own brand colors to quickly select them in the proposal editor.
- [Setting up Two-Factor Authentification](https://help.betterproposals.io/en/articles/7434122-setting-up-two-factor-authentification.md): Increase the security of your Better Proposals account with 2FA
- [Changing my password](https://help.betterproposals.io/en/articles/1822572-changing-my-password.md)
- [Setting up my email signature](https://help.betterproposals.io/en/articles/1822573-setting-up-my-email-signature.md): How to set up your email signature to appear at the bottom of your document emails
- [Do you have an affiliate or referral programme?](https://help.betterproposals.io/en/articles/1822574-do-you-have-an-affiliate-or-referral-programme.md): Recommend Better Proposals and get rewarded
- [Finding Account Invoices](https://help.betterproposals.io/en/articles/1921533-finding-account-invoices.md): Viewing and printing billing invoices
- [Sending limit: Explained](https://help.betterproposals.io/en/articles/1822577-sending-limit-explained.md)
- [Upgrading and downgrading](https://help.betterproposals.io/en/articles/1822578-upgrading-and-downgrading.md)
- [Do you offer refunds?](https://help.betterproposals.io/en/articles/1822579-do-you-offer-refunds.md)
- [Cancelling your account/subscription](https://help.betterproposals.io/en/articles/1822580-cancelling-your-account-subscription.md): How to unsubscribe from Better proposals
- [What payment methods do you accept?](https://help.betterproposals.io/en/articles/1822575-what-payment-methods-do-you-accept.md): We accept Card and Direct Debit/ACH payments
- [VAT Charges \(UK and EU Taxes\)](https://help.betterproposals.io/en/articles/1822576-vat-charges-uk-and-eu-taxes.md)
- [GDPR](https://help.betterproposals.io/en/articles/1919894-gdpr.md): Better Proposals is GDPR Compliant
- [Sub-processors engaged by Better Proposals](https://help.betterproposals.io/en/articles/1918757-sub-processors-engaged-by-better-proposals.md): For GDPR purposes, an overview of the sub-processors engaged by Better Proposals

## Nudge

- [How to use Nudge to stay on top of your follow-ups](https://help.betterproposals.io/en/articles/10095688-how-to-use-nudge-to-stay-on-top-of-your-follow-ups.md): Learn to use Nudge for setting follow-up reminders, managing statuses, and staying proactive with client communications.
- [Managing your Nudge Campaigns](https://help.betterproposals.io/en/articles/10095683-managing-your-nudge-campaigns.md): A Nudge Campaign is a series of scheduled reminders for document follow-ups, ensuring timely client communication and increased engagement.
- [Assigning Nudge Campaigns to your Templates and Documents](https://help.betterproposals.io/en/articles/10095698-assigning-nudge-campaigns-to-your-templates-and-documents.md): Assign Nudge Campaigns to templates and documents to automate follow-up reminders.
- [Sending Follow-up emails using Nudge](https://help.betterproposals.io/en/articles/10242250-sending-follow-up-emails-using-nudge.md): Learn how to set up your default email application for sending follow-up emails using Nudge, ensuring seamless client communication.