Delivering Proposals
Learn how to create a new proposal draft and deliver it to a prospect
8 articles in this collection
Written by James Kappen and Sara Thompson
Written by James Kappen and Sara Thompson
How do I preview a proposal before I deliver it?
See how your delivered proposal will look to your recipients before you deliver it.
Written by Sara Thompson
Updated over a week ago
Updated over a week ago
Resending Proposals
Learn how to resend a proposal URL to your recipient
Written by Sara Thompson
Updated over a week ago
Updated over a week ago
Edit or Update Delivered Proposal
Learn about editing proposals that you've already delivered.
Written by James Kappen
Updated over a week ago
Updated over a week ago
Proposal Self-Delivery
Learn how to deliver a proposal yourself instead of sending it through our servers.
Written by Sara Thompson
Updated over a week ago
Updated over a week ago
Auto-Expire Proposals
Learn how to set and adjust your proposal expiration date.
Written by James Kappen
Updated over a week ago
Updated over a week ago
Delivery Email Settings
Learn how to deliver your proposals through your own email service
Written by James Kappen
Updated over a week ago
Updated over a week ago
Proposal Comments
Communicate with your proposal recipients and collaborate with team members
Written by James Kappen
Updated over a week ago
Updated over a week ago
Proposal Forwarding
Learn how your recipients can easily forward your proposal to a colleague
Written by James Kappen
Updated over a week ago
Updated over a week ago