How to: Email A Proposal

Modified on Sat, 13 Jul, 2024 at 3:43 PM

You can email a proposal by clicking the [Email] button on the toolbar on the proposal detail page.

A page will open, allowing you to compose the email and send it. You can fill in the recipients and the contents and add extra attachments.

The proposal "Sales Items Format" printout will be automatically attached to the email.

Field	Description	Notes
To	By default, all the customer's contacts will be available to select in a dropdown when you click on this field.	You can also manually enter an email address.
Email A Copy To Sender	Checking this box will mean the email will also be sent to you.
CC	By default, all your employees will be available to selected in a dropdown when you click on this field.	You can also manually enter an email address.
Subject	The subject of the email.
Attachments	The attachments of the email.	The proposal's "Sales Items Format" will be attached by default.
Body	The content of the email.
Proposal Preview	A preview of the proposal's "Sales Items Format" PDF attached to the email by default.

Button	Description	Notes
Send	Click send once the contents of the email have been populated.
Discard	Discard closes this page and opens the proposal. Nothing is sent.
Attach	Attach allows you to add extra attachments to the email on top of the attached proposal.