Learn how to open and distribute a public roofing proposal. This guide shows you how to access the proposal link and use available tools to easily share it with customers.
Follow the steps below to view a public proposal for roofing.
Step 1: From the top right corner of your proposal, click “View Proposal”.
Note: Alternatively, click “View Proposal” from the “Summary” section.
Step 2: The public proposal will open in the next tab.
To copy the proposal URL, click the “Copy” icon.
To send the proposal to the customer via email, click the “Mail” icon.
To download the proposal, click the “Download” icon.
