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 Document
-
Commenting and Mentions
-
Delete Documents
-
Document Presentation Mode
-
Document Settings
-
Document Status
-
Manually Changing Document Status
-
Proposal Auto-Expiry
-
Proposal Forwarding
-
Proposal Forwarding - Best Practices
-
Setting Automatic Follow-Up Emails
-
Sharing Your Document