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  2. Send, Sign, and Track Your Proposals

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Send, Sign, and Track Your Proposals

Create a document, send it, and track your sales progress.

Send, Sign, and Track Your Proposals

  • *New* Sharing Your Document
  • Archiving Your Documents
  • Attach Files to Content
  • Commenting and Mentions
  • Delete Documents
  • Document Presentation Mode
See all 15 articles

Signatures

  • Adding Signatures To Your Proposal
  • Signing Your Document
  • Track Signature Details
  • Tracking Your Signatures
  • Unassigned Signatures

Client Previews

  • Client Preview Settings - General Settings
  • Client Preview Settings - Hierarchy
  • Client Preview Settings-Display Settings
  • Client Previews - FAQ

Client Activity and Metrics

  • Audit Trails
  • Metrics
  • Proposal Activity Feed
  • Reports

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