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Sending Proposal to Customer or Lead

To send a proposal, follow these steps:

  1. Prepare the Proposal: Ensure you have already created the proposal.
  2. Send the Proposal:
    • Click on the mail icon on the right side. A popup with a preview of the email template will appear.
    • Include the proposal link in the email template to allow your customer to view it without logging in. This is also useful for leads.

Customer/Lead Actions

After you send the proposal, the lead or customer can:

  • Open the proposal
  • Accept or decline the proposal
  • Make comments

The creator of the proposal and the assigned sales agent will receive notifications in the CRM and via email whenever the customer comments on, accepts, or declines the proposal.

Tags: sending-proposal-to-customer-or-lead

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