We assume that you have already created the proposal. Click the mail icon on the right side and a pop-up window with the preview email template will appear.

You can include the proposal link in the email template and allow your customer to view it without logging in. This is also useful for prospects.

After sending the proposal, a prospect/customer can open it and perform an action ex/accept, refuse, make comments. The proposal creator and assigned sales agent will receive a notification in the CRM and an email that the customer has commented or accepted/declined the proposal