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 - 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 - 2

Step 3: Select ‘Send

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

Find out more on Bookipi Proposal Maker & other small business tools

Table of Contents

Explore related articles: