Sending Proposals

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Sending Proposals by Mind Map: Sending Proposals

1. Open Dropbox

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

1.1.1. Compose E-Mail Address to Project Contact Use Proposal E-Mail Template Attach estimate

2. Open Dropbox

2.1. Navigate to "Send Proposals" folder

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

3. Send Freshbooks Estimate

3.1. Open Web Browser

3.1.1. Go to URL Click Estimates Click Draft Estimate for this project