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