Sharing proposal over Email

Share Proposals directly from D-Tools Cloud via Email

Written by Ashok P
Updated over a week ago

D-Tools Cloud provides an easy way to share proposals instantly via email. The email will be sent from, but it will appear from you and your company.

Another way to share Proposals is to share their URLs via Chat, Text, etc. Check out this article for more details.

First, go to the Quote view, click the 3-dot menu next to "Preview proposal", and click "Share proposal".

See the following screenshot for the four steps to share a proposal via email. Reference the numbers in the screenshot to the descriptions below.

1 - Write proposal email

You have two options to write the email.

Write the email on the fly

Enter the emails of the customer contacts in the "To" and "Reply to" text boxes and add the subject line. Add the body and signature of the Email using the text editor.

Use an Email Template

Consider Email Templates if you want to avoid writing emails on the fly. The Email Template brings a subject, email body, and signature every time you are on the Share Proposal page. Before sending the email, you can add the specifics of the project, such as the customer's name and email.

2 - Set sharing options

Sharing options help you control how the proposal is shared. You can specify the following:

  • Restrict or allow contacts from downloading the proposal

  • Set an expiration date for the proposal

  • Set up to two reminders for the contacts to review the proposal

Check out this article for more details about setting expiry dates and reminders for proposals.

3 - Preview email

It is good practice to preview the email and see how the customer contacts see it. Click the "Preview" icon to preview the email.

4 - Send the email

Select the "Send copy to" check box to send the proposal email to team members. When you're ready to send the email, click Send.

Customer view for shared proposals

When customers click the Proposal URL in the email, the proposal opens in the browser. After reviewing the proposal, they can click "Accept & sign" to tell you that they have approved it.

Once a contact opens the proposal, you will start to see the analytics data for proposal views.

Learn more about Proposal Analytics

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