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
Step 2: Create a proposal or select a proposal that you would like to send
Step 3: Select ‘Send‘
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.
Hit the space bar or click out of the box to save your changes.
Step 5: Select ‘Send’ to send your proposal by email.