Sending Proposals
  • 27 Jan 2022
  • 1 Minute to read

Sending Proposals

Once your proposals are ready, you can send them to customers.

You can send proposals in bulk.

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. Click CRM > Proposals.

  3. Tick the checkbox next to every proposal you want to send.

  4. Click Send by email in the Bulk Actions menu.

  5. Click Yes, do it to confirm.

All set! Customers should receive the proposals via email within a few minutes.