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.

Ready 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.

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