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

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

Resending Proposals

Learn how to resend a proposal URL to your recipient

Written by Sara Thompson
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

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

Auto-Expire Proposals

Learn how to set and adjust your proposal expiration date.

Written by James Kappen
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

Proposal Comments

Communicate with your proposal recipients and collaborate with team members

Written by James Kappen
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