To view this guide as a PDF click here: Enerflo-Guide_Email-Proposal-to-Customer.pdf
STEP 1
Navigate to the Proposal stage, find the Proposal you want to share and click the Proposal button. This will open the Proposal.
STEP 2
From the Home Page of the Proposal, find and click on the Envelope Icon.
STEP 3
A Pop-up Window will appear, displaying a draft Customer Email, (Optional) CC Emails, Email Subject, and a preview of the Email Content that will be sent to the customer.
Make any desired edits to the recipient email(s), subject or content, then click Share to send the email to the customer.
