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Common Questions

Common Questions

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7 articles in this collection
Written by Sara Thompson

What 's the difference between Templates, Drafts, and Proposals?

Learn the difference between Templates, Drafts, and Proposals
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Written by Sara Thompson
Updated over a week ago

How do I download my proposal?

See how to download a PDF copy of your proposal before and after you deliver it.
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Written by Sara Thompson
Updated over a week ago

How do I Change a Proposal Title?

Learn how to rename a proposal that has already been delivered.
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Written by Sara Thompson
Updated over a week ago

How do I download a proposal after it's been delivered?

Learn how to download a proposal as a PDF once it has been sent out to your recipient.
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Written by Sara Thompson
Updated over a week ago

How do I re-assign a proposal to a different user?

Learn how to assign a proposal to a different team member
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Written by Sara Thompson
Updated over a week ago

How do I change the status of a proposal?

Learn how to manually change the status of a proposal
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Written by Sara Thompson
Updated over a week ago

How do I add a new recipient to a delivered proposal?

Learn how to add a new recipient to a proposal that's already been delivered.
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Written by Sara Thompson
Updated over a week ago