Search Knowledge Base Articles

Sending proposal to customer or lead

We assume that you already have created the proposal. Click on the mail icon from the right side and popup with the preview email template will be shown.

You can include the proposal link inside the email template and let your customer view it without login. This is also useful for leads.

After you send the proposal a lead/customer can open it and take action, accept, decline, make comments. The creator of the proposal and the assigned sales agent will get notification in the CRM and email that customer commented or accept/decline the proposal.

AD_4nXdRSPkgqVm9Ti3peCuuFdWepX2ib_UjfO0DLwQ4do1rBVi5JquODqhCjjinvP0Q4_3Mnt-34GLiLIoBpUpRJlMVzgSwLsIFAZ-6i4MrXyLbOZCe9uz1oQZBk0rsfIsQ7ialb1Pw?key=cXwjhbRLGSuvpAhYLNWDLXZD

Did you find this article useful?

Related Articles

  • Customer Overview

    You can view all customer data like invoices, contracts, tickets, notes, by clicking on the customer...

  • Customers Registration

    You can enable/disable customers registration from Setup -> Settings -> Customers-> Al...

  • New Customer

    Login to dashboard click customers and on the left side there is a button New Customer. Permissions...

  • What are Customer admins ?

    If you don't want to give permission VIEW for staff members to be able to see all customers you can ...

  • New Customer Contact

    To create new customer contact, open the customer profile in the admin area that you want to create ...