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Sending Proposals by Mind Map: Sending Proposals
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Sending Proposals

Open Dropbox

Navigate to Proposals/Contracts - / Proposals to Send

Compose E-Mail Address to Project Contact, Use Proposal E-Mail Template, Attach estimate, Send E-Mail

Open Dropbox

Navigate to "Send Proposals" folder

Copy Proposal, Paste Proposal in client folder within the "Proposal/Contract" Folder., Delete Original File in "Send Proposals" folder

Send Freshbooks Estimate

Open Web Browser

Go to URL https://jasonstephens.freshbooks.com, Click Estimates, Click Draft Estimate for this project, Click Send Estimate by E-Mail