Cloud allows you to share proposals instantly via email. The email is sent from cloud@d-tools.com, but appears to be from you and your company.
The other ways to share proposals with customers are:
You can share a proposal via email in two ways.
Quote Details view
After you create the proposal from the quote in the Quote Details view, an "Edit proposal" button appears in the top-right corner. Click the 3-dot menu next to the "Edit proposal" button, then click "Share proposal."
Edit Proposal view
If you are in the Edit Proposal view, click the "Share" icon in the top-right corner, then click "Share by email."
Cloud displays the Share Proposal view, allowing you to compose and send the proposal via email.
Follow these steps to share proposals via email.
#1 Write the proposal email
You have two options for writing the email.
Write the email on the fly
Select or enter the email addresses of the opportunity contacts and the account's contacts in the "To" and "Reply to" text boxes.
Add the subject line, body, and signature using the text editor.
Use an email template
Consider using email templates to avoid writing emails on the fly. To use an email template, click the "Templates" icon in the top-right corner.
The email template contains a subject, email body, and signature whenever you are on the Share Proposal page.
Learn more about Templates for proposal and change order emails.
When writing the email, you can press the "@" key on your keyboard to display a list of data tags, such as client name, contact name, quote specifics, and proposal end date. When added to the email, they will automatically populate the relevant data.
You can add data tags to proposal email templates, so you don't have to add them to proposal emails repeatedly.
#2 Set sharing options
You can set some sharing options when you share proposals over email. The following are the options.
Restrict recipients from downloading the proposal
Set an end date for the customer to review the proposal
Set up to two reminders for the contacts to review the proposal
Check out this article for more details.
#3 Preview email
It is good practice to preview the email and see how the customer contacts see it. Click the "Preview" icon in the top right to preview the email.
#4 Send the email
Add your team members in the "Send copy to" text box to send the email to team members.
When you're ready to send the email, click "Send."
Customer view for shared proposals
When the customer clicks the "View proposal" link in the email, the proposal opens in the browser. If the customer wants to accept the proposal, they can accept it using the "Proposal Acceptance" workflow.
Customers who opt to view the proposal on their phones should use Google Chrome or Mozilla Firefox.
Proposal Analytics
If you have sent the proposal email to multiple participants, Cloud displays the Analytics data for proposal views when at least one recipient views the proposal.
Learn more about Proposal Analytics.