URL-based proposal sharing is ideal for sharing proposals over Chat, Text, or other communication modes outside the Cloud app.
When you have created the proposal from the quote, you will see an "Edit proposal" button in the top-right corner. Click the 3-dot menu next to this button, then click "Share proposal." Now, in the Share Proposal view, click the "Share by link" icon on the extreme right.
This will change the Share Proposal view to show the email recipients and their proposal URLs.
In this example, the proposal is being sent to three customer contacts.
#1 Add customer emails
Click "Add recipient" to add the customer contacts who should see the proposal. If you want to add a contact not yet assigned to the opportunity, you can add the contact's email and the contact itself to Cloud.
When you add a recipient, D-Tools Cloud auto-generates a URL for them. You cannot edit the URL. When you add multiple contacts, a unique URL is generated for every contact.
#2 Set sharing options
Sharing options in the left pane helps you control how the proposal is shared. You can specify the following:
Restrict or allow contacts 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 about setting end dates and reminders for proposals.
#3 Copy and send proposal URLs
Now, copy the URLs and send them to the relevant customer contacts over Chat or Text.
Customers who opt to see the proposal on the phone should use Google Chrome or Mozilla Firefox.
Customer view for shared proposals
When customers click the proposal URL, the proposal opens in the browser. After reviewing the proposal, they can click "Accept & sign" to tell you they have approved it.
Once a contact opens the proposal, you will see the Analytics data for proposal views.
Learn more about Proposal Analytics.