How-To

how to delete saved Images

Updated June 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.

Choose from your saved templates or start blank. Templates reflect your account branding.

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.

If the recipient field is greyed out, see why your proposal can’t be sent.

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