Once your proposal is created, you can easily send it to your lead or customer directly from the CRM.
🔹 Steps to Send a Proposal:
-
Go to the Proposals section and open the proposal you want to send.
-
Click on the Mail icon (📩) located on the right side of the screen.
-
A preview of the email template will appear in a popup window.
-
Review or edit the email content if needed.
-
✅ The proposal link will be included automatically.
-
🔓 The recipient will be able to view the proposal without logging in (ideal for leads).
-
-
Click Send.
💡 What Happens After Sending?
-
The recipient (lead or client) can:
-
✅ Accept
-
❌ Decline
-
💬 Comment on the proposal
-
-
The creator of the proposal and the assigned sales agent will receive:
-
🔔 A notification inside the CRM
-
📩 An email alerting them of the client’s action
-