To send a proposal:
- Navigate to Proposals
- Locate the proposal that you'd like to send, or create a new proposal
- Click the Continue button (bottom of the tile), or the Edit icon (top right of the tile)
- Go to Step 5
- Select a theme
- Click the Send button
- You'll be prompted to enter the recipient details and a personalised message. Note: You can set default Email/SMS templates. If you don't want to SMS the client, ensure the SMS fields are blank and that there is no Client Mobile Number in Step 1.
- Click Send.