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Common Questions
Common Questions
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
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.
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.
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.
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
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
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.
Written by
Sara Thompson
Updated over a week ago