SENDING PROPOSALS/ PENCILS | Voters

SENDING PROPOSALS/ PENCILS

under review

LUCAS GILES

Ability to send a proposal /pencil through email

Jake Nading

I agree this would be awesome for people who don't have access to desking.

Joel Lay

The ability for the sales person to send the quote from inside drive. The managers can do it. We have to print and scan it in.

Shawn Goebel

LUCAS GILES Thank you for the feature request! Do you have access to the Desking tool? While in the Desking tool, you will see the ability to send the Proposal via email or text to the customer. Do you see that option? Thank you!

Joel Lay

Shawn Goebel sales people can't desk. However, the deal is saved in our history. It would be nice to be able to click on the quote and send it from there.

Kayla Gilbertson

Yes! I agree

Tracy Masilotti

It’s crazy the sales people can. It sent a quote. After a manager saves it.

Chase Cornell

For sales people who do not have the desking tool available to them, This is crucial!

Drew Adler

Hey LUCAS GILES - in the Desking tool you can send Proposals via text and email! Are you not seeing that option on your end?

Drew Adler

marked this post as

under review

Shelby Parker

Hiya LUCAS GILES, thanks for this post! I have a few more questions for you:

Could you please elaborate on what specific information you would like to include in the proposal/pencil?
What is the typical workflow you follow when sending a proposal/pencil via email?
Are there any specific features you would like to have for this email proposal/pencil sending functionality?