How to send a proposal to multiple people
Learn how to send a proposal to multiple recipients in Bookipi Proposal with these simple steps.
Step 1: Click ‘Proposal’.
Click on 'Proposal' in either the Dashboard menu or the left-hand panel of the screen.
Step 2: Click ‘Create’ or select a proposal.
Click ‘+ Create’ to start a new proposal, or select a proposal that you would like to send.
Step 3: Review the information and go to the ‘Preview’ tab.
Enter all the details, review the information, and then go to the ‘Preview’ tab.
Step 4: Click 'Send’.
Click the 'Send' button located at the bottom right of the page.
Step 5: Add additional recipients.
To add more email recipients to the proposal, simply enter additional email addresses in the To or Bcc fields, separating them with a space. You can also select 'Send me a copy' to automatically add your email to the Bcc field.
Step 6: Click ‘Send’.
Click 'Send' to send your proposal by email.
You can send the proposal to multiple people but only one person is required to sign the invoice and enter payment details.
Discover more tutorials for Bookipi Proposals
Discover more tips on how to get the most out of Bookipi Proposals with our Bookipi Proposals guides.
Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.