In Step 5 you may review the Proposal to see how it will appear to your client.

Reviewing the Proposal

You must review a new Proposal in order to send it to your client. Simply click on the Review & Send button. Your Proposal is automatically saved.

Carefully review your Proposals in Proposals Lite to ensure that all information, including attachments and Room/Event Block is correct.

You may edit your Welcome Message and update it by clicking on the step 1 compose button.

Sending the Proposal

Next, if you are satisfied with the results, click the “Send” button.

Clicking on the “Send” button will automatically generate and send an email to your customer, with a link to the Proposal and your contact information.

The validation message will appear on the screen after it is sent.