Email Proposal/Presentation

Sending a Proposal or Presentation to a customer can be a great way to make sure they know all about the products they are considering. These visual tools can even include pricing information to help your dealer make decisions about how many products they will want to order.

To email a Proposal/Presentation

1) Add items to your cart

Add to Cart

2) Tap Pre-Posal on the bottom of the screen

3) Tap Presentation or Proposal 

4) Tap Send and using green toggles select Pricelists you wish to be available on the Proposal/PresentationClick Send

Select Price

5) When the email screen appears edit the email contents as you would like

Email Proposal

6) Tap Send (up arrow) to finish sending your Proposal/Presentation

 

Last updated 3-22-2021