Sending a Proposal Via Email to Your Client

Sending your proposal via email


To Email your proposal:

  • Open the Proposal 
  • Go to 'Send Proposal'
  • Select the Proposal format
  • Select the Template [optional]
  • Select the Email Template or type your subject and email body
  • When you are happy with the email and proposal select 'Send Email'
  • Once the email processes the Email Status will open and display if the email sent or failed