Sales & CRM
Sending a Proposal to a Lead
Deliver proposals with tracking.
Last updated June 4, 2026
Send proposals and track client engagement.
1
Ready to Send
In Sales → Proposals, find the proposal you want to send.
2
Send
Click Send Proposal. Enter email and personalized message.
3
Track
After sending, track: delivered, opened, time spent viewing, signed/unsigned.
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You get notified when the client opens it — great time to follow up!
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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.