Sending Proposals
- 27 Jan 2022
- 1 Minute to read
Sending Proposals
- Updated on 27 Jan 2022
- 1 Minute to read
Once your proposals are ready, you can send them to customers.
You can send proposals in bulk.
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If the navigation menu isn't visible, click the menu icon in the top left corner of the page.
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Click CRM > Proposals.
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Tick the checkbox next to every proposal you want to send.
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Click Send by email in the Bulk Actions menu.
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Click Yes, do it to confirm.
All set! Customers should receive the proposals via email within a few minutes.