How To Send An Email Inside Of The Proposal?

You must have the Custom Email Domain configured in your Company Settings > Email Settings

1. Click On "Proposals"

2. Click On The Proposal You Want To Use To Send The Email

3. Click On "Send Message"

Inside The Proposal You Selected, Click The Send Message Button To Open The Window Where You Can Compose And Send An Email Directly To The Client.

4. Use The AI Email Builder (Optional)

If You Don’t Want To Write The Email From Scratch, You Can Use The Ai Email Builder On The Right-hand Side.

Select The Type Of Message You Want To Send, Adjust The Options (Sales, Follow-up, Update, Etc.),

Then Click "Generate" To Automatical

5. Review And Send The Generated Email

Once The Ai Email Builder Generates Your Email, Review The Content Shown On The Right Side. If The Message Looks Good, Click On "Send" To Finalize And Deliver The Email.

6. Write The Email Manually (Optional)

Alternatively, If You Prefer To Create The Message On Your Own, You Can Do It Directly In The Message Tab On The Left-hand Side.

Write Your Subject And Body Text Manually.

Once Finished, Click "Send" To Deliver The Email.