Aug 21, 2017 5:03 PM
Does anyone have suggestions for sending proposals? I find it a bit cumbersome and think that I must be doing something wrong. Currently, our process has us attach a proposal to a Deal record but the attachments can't be inserted into email so then we have to open Documents and insert the proposal file. The next step is to go back to the Deal or Contact record to send the Proposal.
There has to be a better way. What are your suggestions?