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  1. Proposify
  2. Send, Sign, and Track Your Proposals
  3. Send, Sign, and Track Your Proposals

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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!

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

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