Once you have built your proposal, you can easily email the proposal link to all of the people who need to sign it.
Remember you need to select accounts and users in the signature element settings.
You can send a proposal without a signature element or input element. However, you would need to select the contact you are sending the proposal to using the To: field drop down on the Proposal Send modal. This drop down will be populated with all of the contacts for the account. If you send a proposal without a signature or input element, it's status will remain as Send unless you manually change it.
Click the Send button in the top left corner of the builder page and the Send Proposal modal will pop up.
The From field will be populated by your user name and the actual from email address will be firstname.lastname@example.org.
The Reply to address will be your user email address.
The To field is automatically populated based on the contacts and users you selected in the proposal to either sign or fill out data in an input field.
You can send a copy of the proposal email (and proposal link) to any email address. If you start typing a name, all names associated with the account related to the proposal will be selectable. Otherwise, you can simply type any email address. Any person that is CC on a proposal will be able to view a read-only version on the proposal in the proposal reader.
You can enter any subject line and an optional message that appears in the email notification to the signers. You can also set the proposal expiration date and toggle email reminders on/off. If reminders are toggled on, the signers will get an email reminders every X days until the proposal is signed or expired.
If you have uploaded your company logo in GleanQuote’s company settings, it will be displayed on all client notifications for branding purposes, otherwise, the GleanQuote company logo will be displayed.
Proposals that have been sent cannot be edited. In order to modify a proposal that has already been sent, VOID the proposal, duplicate it, make your modifications and send the new proposal.
RESENDING A PROPOSAL
You can resend a proposal from the proposal tracking page by clicking on the three dot menu next to the person's name.
SHAREABLE PROPOSAL LINK
You can get a shareable proposal link from the proposal overview by clicking the Get Shareable Link in the Get PDF drop down. This link is a direct link to the html version of the proposal in the viewer and does not contain any signing or input actions.
You can add attachments to your proposal by clicking the Attach File button. Any attachments you add will be displayed on the proposal viewer as thumbnails. You can attach any type of file to your proposals and your customers can easily download the attachments by clicking on the thumbnails.
You can also change the email template used in the proposal notification emails sent. You can use a different email template if you are sending from the default email address of email@example.com or if you are sending from your own email address.
Templates are managed from the Send Proposal dialog. This is the only place that you can edit and create and select email templates for proposal emails. Click the Templates button on the upper right side of the dialog:
The template management section slides out:
The default proposal send template is a system template that cannot be edited or deleted. You can select a different template for the default template. If you want to change the default template, simply click the three dot menu next to the template you want to designate as default and click Set as Default. This will set the template as the default for you only -- each user can set their own default template. A filled in star is displayed next to the default template.
You can also Edit, Delete, and Duplicate a template from the three dot menu displayed to the right of the template name.
Click the New Button to create a new proposal send template. You can add variables to the template which will be populated with data from the account, contact and proposal. You can make the template private so that no other users can view the template by switching the Make Private toggle on.
Make sure you include a link to the proposal in your custom email template. You can do this by typing the display text for the link, highlighting it and then clicking the link icon (next to the underline icon).
You can select to use the Link to the Proposal, the Link to the Proposal PDF, or any other link url. If you do not include a link to the proposal in the email template, you will receive an error message when sending a proposal using that template.
For advanced users, you can style your template using HTML by clicking the Edit HTML link at the bottom left of the template builder. This allows you to build an HTML only template. You cannot switch a text template to an HTML template and you cannot switch an HTML template to a text template.