- Tap View to display the Proposal PDF
- iPad, Tap Action to display the available native apps. (i.e. DocuSign app)
- Android, Tap Print to send the Proposal PDF to a printer
Tap Email to send the Company email and Proposal PDF to the customer
Enter Email Addresses
- Emails entered in the Customer Record will auto-fill
- Enter additional addresses if needed.
- Tap Done
System will send the Company email to all addresses entered.
Company Email contains links to quoted equipment brochures and the Proposal PDF attachment.
Email is BCC'd to Sales Person and up to 4 additional emails.