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.