Sending Your Proposal to Customers
How to share your custom built proposal with customers as both an interactive page and a PDF.
- How to Set Up the Meeting Scheduling Tool (OpenSolar 1.0)
- Customising the Email Subject/Message with your Proposal (OpenSolar 1.0)
- How to Re-request Signature from Customers? (OpenSolar 1.0)
- Send an Interactive Proposal (OpenSolar 1.0)
- Setting a Standard Email Subject and Message for your Proposal (OpenSolar 1.0)
- Tracking Customer Activity (OpenSolar 1.0)