"Send To Sales Rep" Button on Proposals
We would like our salespeople who are not solargraf clients or users to be able to see quotes before sending them to our customer. "Send to Sales Team" option on the proposal would be great! Right now, the only workaround we have is to put a sales rep in as the customer email. This causes confusion in the proposal when our company email is listed with all the personalized proposal info for the customer. We usually have at least 3 options for our customers during a presentation, so downloading pdfs beforehand and sending them to our reps is not time effective. I believe our sales reps should be able to look over and review each proposal beforehand without sending it to the customer before the time of the meeting. Thank you!
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Conor Johnson
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