DripJobs Help Center

How to Send the Proposal?

In this article, you will learn how to send the proposal.

Written by David Arteaga

Updated over 2 weeks ago

1. Click on "View Proposal"

Click on "View Proposal"

2. Click on "Send Proposal"

Click on "Send Proposal"

3. Check How You Want Your Customers to Receive This Proposal

Edit the message that you customers are gonna receive

Check How You Want Your Customers to Receive This Proposal

4. Select the "Send On" Time For Your Customers to Receive the Proposal

Select the "Send On" Time For Your Customers to Receive the Proposal

5. Click on "Send"

Click on "Send"

6. Click on "Sales Pipeline"

Click on "Sales Pipeline"

7. See How It Appears Now as a Proposal Sent

See How It Appears Now as a Proposal Sent

If you have any questions, please don't hesitate to contact DripJobs customer support or the helpdesk.