Sending proposal to customer or lead


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You can send a proposal to your customer or lead in two different formats.

  1. PDF
  2. Web View (meaning your customers/leads can view it as a web page, accessing by a link)

Sending via Email

  • Navigate to Sales > Proposals  and open the proposal
  • Click on the envelop icon and a modal should pop up.
  • If you want to send it send it as an attachment Make the “Attach proposal as pdf” is checked , otherwise uncheck it.
  • By default the system populates the email template base on your settings, make changes if you need to. If the email template contains the short code `{proposal_link}`, the system will include the web view url to the email
  • Now click on the Send button

Get the Web View link

  • Navigate to Sales > Proposals  and open the proposal
  • Click on the More > View Proposal as Customer
  • The proposal will open up in a new browser’s window
  • Copy the url from the address bar and share it with your customer or lead