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. There are a few ways on how you can share a Proposal.
   1. You can copy the link to your clipboard, allowing you to copy and paste the Proposal link in a message or email. 

      

   2. You can send an email to the homeowner/customer. 

      

   3. You can send a text message to the homeowner/customer. 

      

4. If you want to enable Presentation Mode or Slide View, make sure to toggle each option on. 

   

Watch How to Share a Proposal