How to Share a Proposal

1. While you are viewing a Proposal, tap into the hamburger menu.
2. In the expanded menu, select "Share/Present".

   

3. Before sending the proposal, you may want to configure how the customer will view the proposal:
   1. Enable Presentation Mode: Once toggled on, whenever you share the proposal via email/text, any changes made by you will update automatically. The customer will see the proposal as you interact with it (for ex. if you open the qualify window, it will open on their end as well). 
      
   2. Enable Slide View: Allows you and your customer to view the proposal as a click-through slideshow, instead of a continuous scroll. It will show this way for you as well, so you may use this without sharing if you'd like. 
      
   3. Enable Editing: This will allow anyone who receives the link to make edits to the proposal. We recommend only sending this to someone who should be editing the proposal, so probably not the homeowner. 
      
4. There are a few ways on how you can share a proposal.
   1. Copy Link to Clipboard: You can copy the link to your clipboard, allowing you to copy and paste the Proposal link in a message or email. 

      

   2. Send Email: You can send an email to the homeowner/customer. This will default to the email on the customer account, but can be updated if needed.  

      

   3. Send Text: You can send a text message to the homeowner/customer. This will default to phone number on the customer account, but can be updated if needed. 

      

Watch How to Share a Proposal