We understand that you want to send a proposal simultaneously to multiple people. Unfortunately, it is not something we can do at the moment, but believe me, our Dev Team is working on this. However, you can follow the instructions below to send a proposal to multiple people.
1. Click on Sales Pipeline
2. Locate the Deal
3. Click on the Proposal #
4. Click on Send Proposal
5. Here, you will see the information of the person to whom it will be sent.
6. Click on Send
Once submitted, we will go back to the proposal and change the recipient information.
7. Click on Re-Send Proposal
8. Type the other email
9. You can also CC someone
10. Click on Send
