Send, Sign, and Track Your Proposals

Looking to create a document, send it to your prospect, and track your sales progress? This section has you covered. Take a look!

• Archiving Your Documents
• Attach Files to Content
• Commenting and Mentions
• Delete Documents
• Document Presentation Mode
• Document Settings
• Document Status
• Manually Changing Document Status
• Proposal Forwarding
• Proposal Forwarding - Best Practices
• Send Your Document
• Sending Your Proposals
• Setting Automatic Follow-Up Emails