📂 Category: Leads
In Buscoou PRO, sending proposals to customers or leads is a simple and efficient process.
Step 1: Open the Proposal
Ensure that you have already created the proposal.
- Navigate to Sales -> Proposals.
- Locate the proposal you want to send.
- Click on the mail icon 📧 on the right side.
- A popup window will appear with a preview of the email template.
Step 2: Include the Proposal Link
You can include a direct link to the proposal inside the email template.
This allows customers to view the proposal without needing to log in, making the process faster and more convenient—especially for leads who are not yet registered in the system.
Step 3: Customer Actions & Notifications
Once the proposal is sent, the recipient can take the following actions:
✅ Accept the proposal.
❌ Decline the proposal.
💬 Leave comments for negotiation or clarification.
Whenever a lead or customer interacts with the proposal, the proposal creator and the assigned sales agent will receive:
- A notification inside Buscoou PRO.
- An email update informing them of the status change or new comments.
This ensures that your sales team stays updated and can respond promptly to customer inquiries.
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🇵🇹 Envio de propostas, propostas comerciais, aceitar ou recusar propostas, negociação de propostas
🇮🇹 Inviare una proposta, approvazione proposta, offerta commerciale, negoziazione proposta
🇪🇸 Enviar propuesta, aceptar propuesta, propuesta comercial, negociación de propuesta