This article will show you how to send a Proposal and Features associated to opening a Proposal. 

Sending a Proposal

Step 1: Navigate to the bottom of a Proposal where there is a section to configure the how to send the proposal. 

Step 2: Review the Proposal for Accuracy

• Click Here to review Proposal: This button can be used to preview the proposal and double check any settings/language prior to sending to your Contact. 

Step 3: Add Recipients

• Main Contact Recipient: This is defined when first creating the Proposal and is just a reference to show who will receive the proposal. 
• Additional Recipients: Enter additional email addresses for individuals that should also receive the Proposal

Step 4: Select the Proposal Layout

• Proposal Layout: Bitumio offers two types of Proposal formats: Simple and Full. 
  • Simple: This is a very basic proposal that only contains Product Names and Amounts. This is commonly used for other Contractors and Partners that do not need additional information about the Products or Services provided.
  • Full: This format contains all the Product details and Statements of Work to be performed. This is well suited for new Contacts that need more information into what will be provided.

Step 5: Click the "Send Proposal" button.