Send a proposal

  1. Open a proposal.
  2. Click on Preview and Freeze button present at the right corner of the page.
  3. Click on Freeze.
  4. Click on Send.
  5. Enter the To, From, BCC addresses and subject, message.
  6. You can also attach files to the mail.
  7. Click on Send.

Download a proposal

  1. After freezing a proposal, click on More button.
  2. Click on Download.

Have further questions about 'Proposals' module? Feel free to reach out to us at [email protected]

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