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--- CLIP 4: Sending Proposal ---

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you just click on this send document button here in the top right corner and

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Then send via email

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What this does is that he opens the email preview?

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You can make any edits here on this email template to make specific adjustments for this client

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If you would like to make any permanent changes to this email template, you can do that under the settings

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So in the left sidebar if you click on settings and then you go to emails

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That's where you can make any permanent adjustments to this

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You could also set up multiple email templates in the settings if you want to be able to have

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different templates to switch between

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For example, a lot of people will set up a template for when they're sending a revised proposal that is different than their default

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All right

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So that's how that works. You're just going to hit send a customer

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Your customer is going to get an email with the proposal. You're also going to get copied on it

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When you also have when you also send out a proposal

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We recommend sending it via email and also texting it to the client

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So you can copy the shareable link and if you're on a Mac, you can text it from there

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Otherwise, you can click send link to my email. It's going to send yourself an email with the link

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You can just simply copy that link text it over to the client

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All right. We do have an update coming shortly where we're building an SMS texting directly

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So we will keep you posted with that

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So that's how you're going to send this out to your customer