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Customizing Your Proposal URL

Updated by Ashley

Take the next step in customizing your proposals. Instead of sending an alphanumeric link to your customer, choose your own URL title. Watch here or follow the simple steps below:

  1. Click the green READY TO SEND button after Previewing your proposal.
  2. Click the ADDITIONAL SEND OPTIONS button in the top right corner of the screen.
  3. Choose A CUSTOM URL OF YOUR CHOOSING.
  4. Fill in the field with a custom URL name of your choosing.
  5. Slick SAVE.

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