Sending Proposals

Sending Proposals

by Thomas Phillips

1. Open Dropbox

1.1. Navigate to Proposals/Contracts - / Proposals to Send

1.1.1. Compose E-Mail Address to Project Contact

1.1.1.1. Use Proposal E-Mail Template

1.1.1.1.1. Attach estimate

2. Open Dropbox

2.1. Navigate to "Send Proposals" folder

2.1.1. Copy Proposal

2.1.1.1. Paste Proposal in client folder within the "Proposal/Contract" Folder.

2.1.1.1.1. Delete Original File in "Send Proposals" folder

3. Send Freshbooks Estimate

3.1. Open Web Browser

3.1.1. Go to URL https://jasonstephens.freshbooks.com

3.1.1.1. Click Estimates

3.1.1.1.1. Click Draft Estimate for this project