How to Send a Proposal to a Customer or Lead

📂 Category: Sales

Step 1: Create the Proposal

Before sending a proposal, ensure that you have already created it in Buscoou PRO.

Step 2: Access the Sending Option

1. Locate the proposal you want to send in Buscoou PRO.
2. On the right side of the screen, click the email icon ✉️.
3. A pop-up window will appear, displaying the email template preview.

Step 3: Include the Proposal Link in the Email

• You can insert the proposal link into the email template, allowing the recipient to view it without logging in.
• This feature is especially useful for leads who do not yet have an account in the system.

Step 4: Send and Track the Proposal

Once sent, the lead/customer will be able to:
✅ Accept
❌ Decline
💬 Add comments

• The proposal creator and the assigned sales agent will receive a notification in Buscoou PRO and an email whenever the customer comments, accepts, or declines the proposal.
• This allows you to efficiently track your proposals and ensure better follow-ups with your customers and leads.

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