Sending the Proposal

Owned by Troy Sweet (Unlicensed)
Last updated: Jun 10, 2022
1 min read

Once you have made any necessary adjustments to your presentation settings, you are ready to send the proposal to the customer. How-To Video

  1. To proceed with sending your proposal, click send either on the left-hand side of your screen or at the top.

    1. NOTE: You can also click the red icon in the top left corner that says “Proposal never sent. Send quote now…

  2. This will take you to the send window. You can choose to send the proposal via text message, email, or both depending on what box you check. The email and phone number are being pulled from the client details you entered. You can see these on the left-hand side of your screen.

  3. You also have the option to send a message along with the proposal in the text box. Once you are finished with that, you can click “Send”. You will be notified via email and from your Pipeline in CostCertified when your customer views the proposal.