To resend the same proposal to a new recipient, You do not need to add it to the system again.
1. Just click on the copy icon in the Actions column next to the proposal You are interested in.
2. You will then be taken to the stage of filling in the offer details before sending it. In this case, all fields except for the recipient's details will already be filled in from the previous shipment - all you need to do is enter the details of the new recipient(s).
If You want, You can also edit the content of the text message attached for the recipient.
3. Click the Next button.
In the proposal summary, check that the information You have entered is correct. If You want to change anything, click the Edit proposal button.
4. You can send the offer immediately, save a draft, or set a later send date. If You want to see how the offer will appear to Your customer, click the
proposal preview button.
If the proposal is ready to be sent, click the Confirm proposal button to send it.
For more information, please contact us via chat, email: [email protected], or the form.