You can send a proposal directly from the Selections module. Once a drawing has been saved, products have been added:
- Ensure pricing is correct, you can modify your pricing using the “Adjustment” feature or by manually adjusting the values via the “Manual” pricing toggle.
- Review material quantities for accuracy.
- Ensure any additional add-ons or charges are included in the selection.
- Click the "eForm" button to generate a professional proposal. This will automatically push the products and pricing back into TRUE, generate the default eForm, and automatically attach the selection drawing.
- Review the proposal for accuracy.
- Click "Email" to send the proposal to your client.
Did You Know?
Your client can review and digitally sign the proposal directly from an email or text message. Simply use the “eSign” checkbox when emailing or click the “eSign” button within an eForm from TRUE and start signing digitally!