Proposal Links
provide a way to copy a link to a proposal preview to send directly to a client
Seth Gunning
shared this idea
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Chris McNicoll
commented
Hi. I have a feature request that I think would be very useful for generating sales.
I would like the ability to generate a live link to the solargraf proposal I send to customers that I can copy and paste into my own email draft from Gmail.
I am often emailing clients about changes I made to a proposal I have previously sent them. It is cumbersome to try and communicate the change through the no-reply@solargraf.com email and my own sales email. I would really like to be able to link the proposal that I am referencing in my own email drafts
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Matt Grant
commented
Could we get a direct link to a specific project proposal to share instead of having to go through the email to client button, or the manual process of changing the URL from Preview to Financial?
Reason being if we have to create multiple versions of a proposal with adjustments being required it would be sometimes easier to just send a link in an email vs separating the conversation and crowding a customers inbox.