# Proposable Help Center

> Help center for Proposable

## Common Questions

- [What 's the difference between Templates, Drafts, and Proposals?](https://help.proposable.com/en/articles/1871664-what-s-the-difference-between-templates-drafts-and-proposals.md): Learn the difference between Templates, Drafts, and Proposals
- [How do I download my proposal?](https://help.proposable.com/en/articles/1871854-how-do-i-download-my-proposal.md): See how to download a PDF copy of your proposal before and after you deliver it.
- [How do I Change a Proposal Title?](https://help.proposable.com/en/articles/1871727-how-do-i-change-a-proposal-title.md): Learn how to rename a proposal that has already been delivered.
- [How do I download a proposal after it's been delivered?](https://help.proposable.com/en/articles/1871726-how-do-i-download-a-proposal-after-it-s-been-delivered.md): Learn how to download a proposal as a PDF once it has been sent out to your recipient.
- [How do I re-assign a proposal to a different user?](https://help.proposable.com/en/articles/1871639-how-do-i-re-assign-a-proposal-to-a-different-user.md): Learn how to assign a proposal to a different team member
- [How do I change the status of a proposal?](https://help.proposable.com/en/articles/1871644-how-do-i-change-the-status-of-a-proposal.md): Learn how to manually change the status of a proposal
- [How do I add a new recipient to a delivered proposal?](https://help.proposable.com/en/articles/1871632-how-do-i-add-a-new-recipient-to-a-delivered-proposal.md): Learn how to add a new recipient to a proposal that's already been delivered.

## Getting Started

- [How To Send Your First Proposal](https://help.proposable.com/en/articles/5665772-how-to-send-your-first-proposal.md): Learn how to create and send your first proposal to a customer
- [How do I create my First Template?](https://help.proposable.com/en/articles/1871668-how-do-i-create-my-first-template.md): Learn how to create and use your first proposal template
- [Starting with a Sample Template](https://help.proposable.com/en/articles/1871754-starting-with-a-sample-template.md): Get started quicker by importing and editing one of our sample templates.

## Creating & Editing Proposal Content

- [Content Blocks](https://help.proposable.com/en/articles/2620372-content-blocks.md): Learn how to create and save "blocks" of your content for quicker proposal creation and better organization of your sales content.
- [Reassign a proposal to another team member.](https://help.proposable.com/en/articles/2283248-reassign-a-proposal-to-another-team-member.md): Learn how to re-assign a proposal to another team member and make them the official owner.
- [Custom Fonts](https://help.proposable.com/en/articles/1871655-custom-fonts.md): Learn how to specify your default font settings for all your proposals
- [Duplicating Proposals](https://help.proposable.com/en/articles/1871853-duplicating-proposals.md): Learn how to quickly create a new draft proposal from an existing proposal
- [Adding Sequential Proposal Numbers](https://help.proposable.com/en/articles/1871785-adding-sequential-proposal-numbers.md)
- [Adding Page Backgrounds](https://help.proposable.com/en/articles/1871658-adding-page-backgrounds.md): Learn how to add and adjust page background images
- [Embedding Forms](https://help.proposable.com/en/articles/1871657-embedding-forms.md): Learn how to embed web forms and other content inside your proposal
- [Custom Merge Tags](https://help.proposable.com/en/articles/1871752-custom-merge-tags.md): Learn how to create an utilize custom tags
- [How do I attach files to my proposal?](https://help.proposable.com/en/articles/1871665-how-do-i-attach-files-to-my-proposal.md): Learn how to attach files to your proposals or proposal templates
- [What are Merge Tags?](https://help.proposable.com/en/articles/1871662-what-are-merge-tags.md): Learn how to create an use Merge Tags to speed up & automate proposal creation.
- [How to Add Images in Your Proposals](https://help.proposable.com/en/articles/1871645-how-to-add-images-in-your-proposals.md): Learn how to work with images in your proposals or templates

## Estimates

- [Estimate Overview](https://help.proposable.com/en/articles/4150746-estimate-overview.md): Learn how to use the estimate block within your proposals to communicate your pricing.
- [How to Use Line-Items](https://help.proposable.com/en/articles/1871674-how-to-use-line-items.md): Learn how to create and use line items in your proposal estimates
- [Fixed and Recurring Line Items](https://help.proposable.com/en/articles/1871671-fixed-and-recurring-line-items.md): Learn about fixed and recurring line items.
- [Uploading Line Items to Estimates \(Enterprise\)](https://help.proposable.com/en/articles/1871628-uploading-line-items-to-estimates-enterprise.md): Learn how to manually upload line items into an estimate
- [Change Default Currency](https://help.proposable.com/en/articles/1871680-change-default-currency.md): Learn how to adjust the default currency that your proposals will display

## Delivering Proposals

- [How do I preview a proposal before I deliver it?](https://help.proposable.com/en/articles/1871728-how-do-i-preview-a-proposal-before-i-deliver-it.md): See how your delivered proposal will look to your recipients before you deliver it.
- [Resending Proposals](https://help.proposable.com/en/articles/1871708-resending-proposals.md): Learn how to resend a proposal URL to your recipient
- [Edit or Update Delivered Proposal](https://help.proposable.com/en/articles/1871656-edit-or-update-delivered-proposal.md): Learn about editing proposals that you've already delivered.
- [Proposal Self-Delivery](https://help.proposable.com/en/articles/1871705-proposal-self-delivery.md): Learn how to deliver a proposal yourself instead of sending it through our servers.
- [Auto-Expire Proposals](https://help.proposable.com/en/articles/1871693-auto-expire-proposals.md): Learn how to set and adjust your proposal expiration date.
- [Delivery Email Settings](https://help.proposable.com/en/articles/1871634-delivery-email-settings.md): Learn how to deliver your proposals through your own email service
- [Proposal Comments](https://help.proposable.com/en/articles/1871226-proposal-comments.md): Communicate with your proposal recipients and collaborate with team members
- [Proposal Forwarding](https://help.proposable.com/en/articles/1871626-proposal-forwarding.md): Learn how your recipients can easily forward your proposal to a colleague

## E-Signatures & Acceptance

- [Proposal Acceptance](https://help.proposable.com/en/articles/1871826-proposal-acceptance.md): Enable recipients to accept/decline your proposal.
- [Enable eSignatures](https://help.proposable.com/en/articles/1871712-enable-esignatures.md): Enable e-Signatures within your proposals
- [Disable Proposal Acceptance](https://help.proposable.com/en/articles/1871704-disable-proposal-acceptance.md): Learn how to turn proposal acceptance on and off in your proposals.
- [Countersigning Proposals](https://help.proposable.com/en/articles/1871641-countersigning-proposals.md): Learn how to set up your proposals for countersigning
- [Proposal Acceptance Redirect \(Enterprise\)](https://help.proposable.com/en/articles/1871627-proposal-acceptance-redirect-enterprise.md): Learn how to redirect your prospects after they accept your proposal
- [Fillable Fields](https://help.proposable.com/en/articles/1871635-fillable-fields.md): Learn how to add required fields to your proposals to gather information from your prospects as they sign or accept your offer.

## The Template Library

- [How to share templates and other content with team members](https://help.proposable.com/en/articles/3370185-how-to-share-templates-and-other-content-with-team-members.md): Learn how to give your team members access to your saved library content.
- [Using the Library](https://help.proposable.com/en/articles/1871675-using-the-library.md): Learn about the library and how to use it
- [Why Should I Create a Proposal Template?](https://help.proposable.com/en/articles/1871661-why-should-i-create-a-proposal-template.md): Learn about proposal templates and why you should use them

## Team Members and Settings

- [Manager Approval Workflow \(Enterprise\)](https://help.proposable.com/en/articles/1871624-manager-approval-workflow-enterprise.md): Enable a review step before proposals can be delivered
- [Departments \(Enterprise\)](https://help.proposable.com/en/articles/1871686-departments-enterprise.md): Learn how to break up your team and proposals into various departments for better reporting and more flexibility.
- [Adding and Removing Team Members](https://help.proposable.com/en/articles/1871640-adding-and-removing-team-members.md): Learn how to invite team members to your Proposable account

## My Account & Settings

- [Adding Your Company Logo](https://help.proposable.com/en/articles/1871653-adding-your-company-logo.md): Learn how to add your company logo to all your delivered proposals
- [How do I cancel my account?](https://help.proposable.com/en/articles/1871677-how-do-i-cancel-my-account.md): See how to cancel your Proposable account
- [Upgrade to Paid Account During Trial](https://help.proposable.com/en/articles/1871676-upgrade-to-paid-account-during-trial.md): See how to upgrade to a paid account during your free trial
- [How do I change my password?](https://help.proposable.com/en/articles/1871651-how-do-i-change-my-password.md): Learn how to update your account password
- [Adding a Custom Proposal URL](https://help.proposable.com/en/articles/1871648-adding-a-custom-proposal-url.md): Learn how to create a custom URL for your proposals on your own domain.

## Integrations

- [Netsuite Integration Setup](https://help.proposable.com/en/articles/3102618-netsuite-integration-setup.md): This article will demonstrate how to enable Netsuite to connect and sync with Proposable
- [Pipedrive Integration](https://help.proposable.com/en/articles/2790060-pipedrive-integration.md): Learn how to connect your Pipedrive account to Proposable and learn how it works
- [Advanced Salesforce Integration \(Enterprise\)](https://help.proposable.com/en/articles/2238212-advanced-salesforce-integration-enterprise.md): Learn how to connect and pass Salesforce data fields into your proposals.
- [Highrise Integration](https://help.proposable.com/en/articles/1871682-highrise-integration.md): Learn how to connect Highrise CRM to Proposable and see how it works.
- [Insightly Integration](https://help.proposable.com/en/articles/1871683-insightly-integration.md): Learn how to connect Insightly CRM to your Proposable account
- [Salesforce Integration](https://help.proposable.com/en/articles/1871681-salesforce-integration.md): Learn how to connect Salesforce CRM to Proposable

## Payments

- [CPA Charge Integration](https://help.proposable.com/en/articles/5592822-cpa-charge-integration.md): Learn how to connect to CPA Charge and start collecting payments from customers.
- [Proposal Payments Overview](https://help.proposable.com/en/articles/3412404-proposal-payments-overview.md): Learn how to collect payments easily from your prospects & customers right within your proposals

## Developer API

- [API Documentation](https://help.proposable.com/en/articles/5965361-api-documentation.md)