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 your customer, go to the “Actions” section and click on “Proposals”.

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

Step 4: After finishing the proposal, click “View Proposal” from the header to access the public proposal.

Step 5: Click on the “Copy” icon to copy the public proposal URL.

Step 6: Click on the “Mail” icon to send the proposal to the customer’s email address.

Step 7: Click the “Download” icon to download the public proposal.

Step 1: Locate the Summary section of the proposal.

Step 2: Click “View Proposal” to access the public proposal.

Step 3: Click on the “Copy” icon to copy the public proposal URL.