Send Proposals & Estimates with a Link

Send Proposals & Estimates with a Link

Software Updates

December 19, 2023 ● 2 min read

Send Proposals & Estimates with a Link
Introducing an exciting enhancement to our CRM’s proposal and estimate feature, now offering the convenience of sharing your documents via customized links. This new capability not only expands your communication options beyond email but also allows for individualized links, streamlining document sharing and management, making it easier than ever to collaborate with your clients and prospects.
What is the Send Proposals & Estimates with a Link feature? This feature enables you to easily share proposals and estimates quickly with links, expanding your communication options beyond email, allowing you to conveniently share documents through SMS, Facebook Messenger, and more.👇🏻

⭐️ Why Does It Matter To Your Business?

  • Enhanced Proposal Sharing: Share proposals and estimates with recipients using customized links, providing a universal and versatile way to distribute documents.

  • Personalized Recipient Links: Create individual links for each recipient, ensuring the right person receives the correct document.

  • Streamlined Document Management: Mark shared documents as sent, making them accessible in the “Waiting for Others” tab and list view for easy tracking and collaboration.

⭐️ How to use the Send Proposals & Estimates with a Link:

  1. Access Proposal and Estimate Sharing:

  • Log in to your CRM account and navigate to the proposal or estimate you want to share.

  1. Share via Link:

  • Within the proposal or estimate, click the “Share via Link” option.

  1. Generate a unique link for the document.

  • Personalized Links:

  • Each recipient will have an individual link for the document if multiple recipients are involved.

  • Ensure the right person receives the right link for their proposal or estimate.

  1. Document Management:

  • Shared documents will be marked as “Sent.”

  • Access these documents in the “Waiting for Others” tab and list view for easy tracking and collaboration.

With this new feature, you can efficiently share proposals and estimates through customized links, improving document distribution and management for your small business.

If you have any questions or need assistance with this new feature, our support team is here to help. Thank you for choosing our CRM, and we look forward to seeing the positive impact this enhancement will have on your business.

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