Use one customer email to offer several prepared proposals for the same customer. Each proposal keeps its own total and review link.
Send the options
- Create and save each proposal for the same customer.
- Open the customer’s Emails tab and compose a new email.
- Select the intended contacts in To.
- In Additional fields, open Attachments and select the proposals you want to offer.
- Write a message explaining the options. If available, turn on SMS backup if you want it for this email.
- Preview the email, check that each proposal is listed, then send.
The customer receives one email with a separate link for each proposal. Selected draft proposals are marked as sent after the email succeeds. Other sent options remain available if the customer accepts one.
Client portal access
Each proposal link opens that proposal inside the portal after sign-in. A successful send grants access to the To recipients, so every To address must match a contact on that record. CC recipients do not receive access automatically. Sending to a revoked contact grants access again.
Clients can compare the prepared options and accept a proposal. They cannot change its products, quantities or pricing themselves. Ask them to contact their consultant if they want changes.
For a personal welcome video, add it from the proposal’s own Send Proposal page. For sending one proposal, see Send a proposal.