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How Can I Send a Proposal to Multiple People?
How Can I Send a Proposal to Multiple People?

You can send a proposal to multiple people, but not at the same time. See how to do it below.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago


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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

Click on Sales Pipeline

2. Locate the Deal

Locate the Deal

3. Click on the Proposal #

Click on the Proposal #

4. Click on Send Proposal

Click on Send Proposal

5. Here, you will see the information of the person to whom it will be sent.

Here you will see the information of the person to whom it will be sent.

6. Click on Send

Click on Send

Once submitted, we will go back to the proposal and change the recipient information.


7. Click on Re-Send Proposal

Click on Re-Send Proposal

8. Type the other email

Type the other email

9. You can also CC someone

You can also CC someone

10. Click on Send

Click on Send

Repeat this process as many times as needed for the number of people you need to send it to.

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