If you want to let colleagues view (but not edit) other users’ proposals, all you have to do is add them as a user. By default, regular, non-administrator users do not have edit permissions on proposals they don’t own. If … Read More
Setup
Default Email Template
To configure your default email template for your account, go to Account > Account Settings in the Admin section of the navbar. Then click on the Mail Template tab and enter your default content. You can use an email signature … Read More