DripJobs Help Center

Mobile: How to Send a Proposal?

In this article you will learn how to send a proposal from your mobile device.

Written by David Arteaga

Updated over 2 weeks ago

1. From 'In Draft' Stage, Click on 'View Proposal'

Click on 'View Proposal'

2. Scroll Down and Click on 'Send Proposal'

Scroll Down and Click on 'Send Proposal'

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

Check How You Want Your Customers to Receive This Proposal

4. Select the "Send On" Time For Your Customers to Receive the Proposal and Click on 'Send'

Select the "Send On" Time For Your Customers to Receive the Proposal and Click on 'Send'

5. Go to the 'Sales Pipeline'

Go to the 'Sales Pipeline'

6. Deal Appears Now Under 'Proposal Sent'

Deal Appear Now Under Proposal Sent

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