How to View Public Proposals

There are several ways in which a sales representative can view a public proposal, as well as share it with a customer.

Option 1

Step 1: Locate the “Customers” tab on the left-hand side.

Step 2: Locate the “Actions” section and click on “Proposals”.

Step 3: Click on “View Proposal” on the proposal card.

Option 2

Step 1: Click on “View Detail” on the proposal card.

Step 2: Click on the “View Proposal” button from the header to access the public proposal.

Step 3: Click on the blue copy icon to copy the public proposal URL.

Step 4: Click on the blue mail icon to send the proposal to the customer’s email address.

Option 3

Step 1: Click on “View Detail” on the proposal card.

Step 2: Locate the Summary section of the proposal.

Step 3: Click on the “View Proposal” button to access the public proposal.

Step 4: Click on the blue copy icon to copy the public proposal URL.