Learn how to send proposals to customers in Nexudus.
Once you've created and previewed your proposals, you are ready to send it to your customers.
- If the side menu is not visible, click .
- Click CRM > Proposals.
- Click the three dots icon next to the proposal you want to send.
- Click Send Proposal.
- Click Continue.
You've successfully sent the proposal to your customer. You can see that the proposal status went from DRAFT to SENT.
When customer opens the proposal, the Seen column will switch to YES.
Example of a sent Proposal
You can also send proposals to multiple customers at once. Hover your mouse next to the proposals you want to send, tick the checkboxes, and click Send Proposal in the Bulk Actions menu.