how to delete saved Images
Updated July 2026
Step-by-step guide for sending your first SendSite from the dashboard.
Open Proposals and click New
From the dashboard, click Proposals in the left sidebar, then + New Proposal.
Select a template
Choose from your saved templates or start blank. Templates reflect your account branding.
Fill in recipient details
Enter the recipient name and email. This is required before you can send.
Tip
Can’t find a template? Ask your account admin — templates are managed at the account level.
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