Articles on: Sprwt Supprt
How do I send a proposal to the customer?
- Save the proposal, then click Send Proposal in the right column.
- If no contract is attached you'll see No Contracts Attached — choose Send Anyway or cancel to add one first.
- In Edit your Proposal Delivery Email: choose which attached customers receive it under Select which customers, optionally pick Start From a Saved Template (fills the subject and body with merge tags resolved), edit the Email Content, keep or untick Attach Event PDF / Attach Event BEO (only offered when server-side PDF printing is available), and optionally Attach a file to the email (pdf/jpg/jpeg/png; attached files are also saved under the proposal's Docs).
- Click Send Email.
Each selected customer receives the new proposal email with a link to their proposal page. If the proposal was still New, its status becomes Sent and Proposal sent to customer is written to the Activity log. Personal Chef proposals attach the Weekly Menu PDF instead of a BEO.
Where to find it:
/admin/events/proposals/{id}