In a rush? Here's what this article covers:

The Send Page 

Once your proposal is ready to be sent off to your client, you will be directed to the proposal's Send page. This page is broken down into two halves: Settings and Preview.


The preview side is where you can see the effects of your settings on your proposal. This includes your email design settings, the body of your selected text, and a couple of other options. All of these changes are live, so you can see exactly what your proposal email will look like the moment you make a change to an option.  

Mobile View
You can set your Preview page to "mobile view" by clicking the "mobile" toggle at the right of the preview: 

This will provide you with a tailored view of how your proposal email will appear on a mobile device: 

Sending emails in plain-text
If you would rather send a simple email without all of the bells and whistles, you can do so by setting the "Send all emails as plain text" toggle to "on":

Once this is set, all of your emails (including follow-up and thank you emails) will be sent in plain-text format: 

Email Settings: General

The General tab in Email Settings is where you set the main options for your proposal email, including who the email is coming from, who the email is going to, and what it says. 

Share This Proposal

If your plan includes unassigned signees, select share this proposal to quickly create and copy a link to this document for your unassigned prospects.

FROM: who the email is coming from
You can select the email's sender by clicking the dropdown menu at the top of the General tab:

This will not affect the proposal lead. However, it will affect where replies are sent. If you would rather someone aside from the proposal lead answer general questions or handle replies, then this option is what you're looking for. 

TO: where the email is going
Just under the "From" section is where you can select who the emails go to. 

Any clients or users with a signature box in the proposal will receive an email by default. Each of those will have a pen next to their name (in the red squares). Everyone else can be added by clicking the checkbox next to each name (in the blue circles). 

If, at any time, you need to add an additional contact to your client's organization, you can do so immediately from this page by clicking the "add contact" button: 

If you'd like to CC someone within your own organization, you can do so by checking the box next to "CC other email addresses (separated by a comma)":

From there, it's just a matter of entering the email addresses you would like to add, and separating them with a comma (,, etc).

SELECT SEND TEMPLATE: what the email says
Scroll down a bit further and you'll find the place where you can edit the proposal's subject and body fields. If you would rather stick to an email template, you can do so by selecting from the Template dropdown menu:

This will update the message subject and body to match the template (it can still be tweaked if you need to). Looking to create an email template? Click here

If you'd prefer to start from scratch, you can do so underneath the : 

From here, you can edit the text and basic design of your emails, including font styles (bold, italic, underline), font colours, alignment, create lists, insert variables, and clear all formatting.

IMPORTANT NOTE: It's important that you have the correct proposal link in the body of your email. If you'd like to create a new one (or if you accidentally deleted the old one) you can create a new one by highlighting the text you would like to use:

Clicking the "insert link" button: 

And adding {proposal_link}:

No matter what proposal you're working on, this will always provide you with the correct proposal link. Without this, the proposal may go somewhere else, so make sure that this link is included in your email. 

General: Thank you email

Choosing a template
Once your client has signed the proposal, you can send your client a pre-made "thank you" email from a template. 

If you would like to make a new "thank you" email template, you can find out how by clicking HERE.

Disabling the thank you email
If you would rather not send a thank you email and would prefer to just get straight down to business, you can disable the email by clicking the toggle above: 

General: Reminder email

Reminder emails are scheduled emails that are only sent if a client hasn't opened their email, or clicked on the proposal link, within a set period of time. 

Activating reminders
To activate the reminder emails (or disable them), set the toggle next to "Send my client a reminder in [x] days" to "on":

Scheduling reminders
You can set the exact amount of time to send a reminder email by changing the number in the fill box next to the same toggle: 

This allows you to set the amount of time before we send a message to your client reminding them there is a proposal pending.

Choosing a template
Similar to "thank you" emails, we also allow you to customize and choose which templates to use in your reminder emails. You can do so by clicking the dropdown below the toggle: 

You can find out how to add more reminder email templates to your account by clicking HERE.

Sending your proposal

Once you've chosen your recipients, edited your message, and set reminders and "thank you" emails, all that's left to do is send the proposal. You can find the Send button at the bottom of the page:

If you'd like to test out your email and see what it'll look like for your client, you can send a test email to yourself by clicking "send me a test email": 

That will send you a copy of the email (with your name instead of theirs) with a working proposal preview link.

There are some times when you'd rather send an email to your client from your own email program; or times where your client would prefer to receive the proposal via text message, or another messaging source.

From the "General" tab, you'll notice link buttons next to each recipient: 

Clicking on the link button will generate a pop-up with a proposal link personalized to that specific client or user: 

Click the "Copy" button to copy the URL of that link to your clipboard, where you can paste wherever you need it.

IMPORTANT: Make sure that signatories are the only ones who receive links next to their name. These links are how we identify that client, so if someone else uses that link, we won't be able to tell the difference. 

Looking to know how to send an email from your own email address? Click here.

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