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Practical answers for the document workflow.
Start with the workflow below, inspect the working demo, or contact support for an account-specific issue.
Create the client
Add the client company and recipient email that should receive the proposal.
Build the document
Set the title, summary, value, and sections. Preview desktop and mobile presentation.
Publish the version
Publishing creates a fixed version, document hash, and secure recipient link.
Follow the decision
The recipient can accept, decline, or sign. Keep the completion record and PDF.