Follow these steps:
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Create Proposal:
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Ensure that the proposal is already created and ready to be sent.
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Send Proposal via Email:
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Click on the Mail icon located on the right side of the proposal.
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A popup will appear showing the preview of the email template.
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Include Proposal Link:
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Inside the email template, you can include the proposal link. This allows your customer or lead to view the proposal directly, without needing to log in to the system.
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This feature is especially useful for leads who may not have a CRM account.
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Customer Actions:
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After the proposal is sent, the lead/customer will be able to view the proposal and take actions such as:
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Accepting the proposal
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Declining the proposal
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Making comments on the proposal
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Notifications:
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Once the lead/customer takes an action (accepts, declines, or comments), both the creator of the proposal and the assigned sales agent will receive a notification in the CRM and via email regarding the changes.
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This seamless process ensures that both the sales team and customers are always updated on the status of proposals in real time.