How to send a proposal to multiple people

Learn how to send a proposal to multiple people in Bookipi Proposals


You can send the proposal to multiple people but only one person is required to sign the invoice and enter payment details.


Step 1: Select Proposals

Proposals - How to send a proposal to multiple people - Image 1

Step 2: Create a proposal or select a proposal that you would like to send

Proposals - How to send a proposal to multiple people - Image 2

Step 3: Select ‘Send

Proposals - How to send a proposal to multiple people - Image 3

Step 4: To add additional email recipients of the proposal that you want to send, add additional email addresses in the ‘To‘ or ‘Bcc‘ fields.

Proposals - How to send a proposal to multiple people - Image 4

Hit the space bar or click out of the box to save your changes.

Step 5: Select ‘Send’ to send your proposal by email.

Proposals - How to send a proposal to multiple people - Image 5

Discover more tutorials for Bookipi Proposals

Discover more tips on how to get the most out of Bookipi Proposals with our Bookipi Proposals guides.

Want to send invoices easily? Download the Bookipi Invoice mobile app and check out our Bookipi Invoice mobile app guides.