SENDING PROPOSALS/ PENCILS
under review
L
LUCAS GILES
Ability to send a proposal /pencil through email
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!
K
Kayla Gilbertson
Yes! I agree
T
Tracy Masilotti
It’s crazy the sales people can. It sent a quote. After a manager saves it.
C
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
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?