PVsell has a best-in-class proposal building engine. Our tool enables you to create proposals very quickly and email your tailored proposals to the customer right away.
Find out where to begin with Proposals in PVsell, or how to modify/tailor Proposal Templates, which you can quickly re-use to save time.
1. Open up the 'Proposal' tab of any project
2. In the proposal management toolbar, click 'Email'
You may need to enable pop-ups in order to complete this step.
You can view your Proposal first. How can I view or download my proposal?
3. Edit Email
Your proposal will be generated as PDF and attached to the Email automatically. When you click 'Email', an Email form appears (as shown below). You can edit the content of the Email in the form.
- The customer's email is added automatically from your customer's profile. You can edit this field anyway.
- State the Subject of the letter.
- Rename the attachment if you wish.
- Use Placeholder dropdown if you need to insert a merge field related to the project or customer.
- Enter a custom message to your client.
4. Email your Proposal by clicking 'Send'
Learn more about the Placeholder dropdown:
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