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How To: Sending out an automatic thank you note for CloudSign
FAQ: How can I send my quotation via email attached as PDF?
FAQ: Can I receive a copy when sending a quotation?
FAQ: How can I modify the numbering of my deals?
How To: Managing deal phases
FAQ: What is the difference between ‘"Refuse"’ and ‘"Delete"’ a deal?
How To: Follow-up actions on deals (deal automation)
FAQ: Which actions change the latest activity of my deal?
FAQ: What do the colors under deal activity stand for?
FAQ: Can I create orders, order confirmations and delivery notes out of a deal?