Re-Send Saved Proposals via Text or Email | Voters

Re-Send Saved Proposals via Text or Email

gathering votes

John Choe

We need sales associates to have the ability to email / text desk quotes to customers.

Tracy Masilotti

crazy that a salesperson cannot needs to be changed ASAP!!!!!!!

Michele McCoy

@daDavid Kester, you are correct. The manager can impersonate the salesperson and send the proposal that way. I merged your request with a similar one. Thank you!

Michele McCoy

Merged in a post:

Add a forward option to desking (pencil) that is within a deal log.

David Kester

When a sales manager does desk a deal to a customer not in the store, we would like an option to forward the deal to the customer from the salesperson. We feel that it would be important for the salesperson to have the option to send this. I know the manager can send it and impersonate the sales person?

Tracy Masilotti

This is nuts that it can’t be done

D'Aundre DeMars

This would cut down on a ton of wasted time

David Stevenson

YES PLEASE!

Drew Adler

Merged in a post:

Emailing proposals

Ariel Tanner

It would be beneficial to have the ability to forward a saved proposal to a customer.

Cole Frankman

This is Huge. I want my sales managers to be able to "print" the proposal and then sales people able to just scroll to that proposal on the customer card and basically just have a button to download the PDF. Then they can add it to any email/print/etc of their own accord. 
The timing of remote proposals is critical. It is not a good experience for the customer to have a proposal just cold emailed to them. I am Dealer Principal at my store and even when I PERSONALLY work a deal - I want to get my customer on the phone and THEN send the proposal so that I can walk the customer through it line by line on the phone. 
we don't believe in crazy fees or anything at my store, and long distance proposals are never the "ideal" scenario. But the best customer experience possible would be going through the proposal WITH the customer so that you can answer any and all questions as you go through it with them.

JAMES WOLFRAM

yes please - this is absolutely essential

Jolie Godbout

for real---- to be able to send to the customer from the activity screen where we can see the proposal --- its dumb that we can not send it or email it directly

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