How do I send a Proposal to a Client?
To send a Proposal to a Client, follow these steps:
- Tap on the Projects tab, then tap on the Project containing the Proposal you want to send.
- Tap on the Proposal button. This will open the Proposal as a web page in the default web browser on your phone.
- Scroll down and review the details of the Proposal. If there are any incorrect details, return to the Project and tap the Edit button to make the necessary changes, then tap the Save Project button.
- When you're ready to send the Proposal to the Client, use the sharing option in your web browser to send it via text message, email, etc.