Sending proposals by email

Email delivery sends a customer a secure proposal link. It does not attach a generated PDF. Email availability depends on the installation’s approved sender configuration.

Send by email

1. Save and finalize the proposal.
2. Open Send Proposal.
3. Confirm Recipient email. Correct the customer record and save if the address is wrong.
4. Review Email subject and Email message.
5. Select the recipient confirmation checkbox.
6. Select Email Proposal and confirm the send.
7. Read the status notice and delivery history.

Editable email text is included above the secure link. Keep it concise and avoid adding sensitive information that does not belong in the message.

If email is unavailable

An installation without a completed sender setup cannot deliver email successfully. Select Copy Customer Link and use an approved alternative, or ask the platform administrator to confirm email availability. Do not repeatedly retry an unavailable channel.

Understand delivery status

A completed request can be Sent, Delivered, Failed, or Partially sent when more than one channel was selected. Use delivery history as the application record, but follow your normal customer communication process if the recipient says the message did not arrive.