The Show the sales rep details in the proposal widget displays the sales rep’s contact details to a recipient who opens a proposal whose expiry date has passed or which has been withdrawn.
This way, a recipient who is still interested in the proposal can easily contact the sales rep.
To fill in the details the recipient will see:
go to the Settings tab located on the sidebar of the user desktop,
select the Profile tab,
in the Sales rep details section, you can add: a photo, job title, company name, phone number, email address and company website,
save the changes.
The sales rep’s first and last name are taken automatically from the Sender details section.
To use the Show the sales rep details in the proposal widget:
add a file with the proposal,
fill in the data for shipping,
go to the Advanced section at the bottom of the page and select the Show the sales rep details in the proposal option.
or:
go to the Settings tab located on the sidebar of the user desktop,
select Default settings, then scroll down to the Default Advanced Settings section,
select the Show the sales rep details in the proposal option and then save the settings,
from now on, the Show the sales rep details in the proposal widget will be added to each of your proposals by default.
For more information, please contact us via chat, email: [email protected], or the form.