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How do I e-mail a proposal to more than one staff member or client?
How do I e-mail a proposal to more than one staff member or client?

Every proposal you create gets sent to your clients and staff members. Here's how you can send this to more than one member of staff.

Russell Henderson avatar
Written by Russell Henderson
Updated over a week ago

Staff E-mails

Each proposal you produce is emailed to the staff member who was logged in at the time of creating the proposal. Example email below.

If you'd like another staff member or yourself to be cc'd into these e-mails, you can do so by configuring the staff e-mail content for your proposals.

You can also ensure more than one staff remember receives any 'WAHOO' e-mails confirming that a proposal has been accepted, click here to learn how.

Client E-mails

The proposal is sent to the client who's e-mail you input when you complete the proposal.

If you'd like to include somebody else in this e-mail from the business, you can do this from the create proposal tool by scrolling down to the customer e-mail section and using the additionally e-mail to field.

To include multiple e-mail addresses, just separate these by a comma.

If you have any questions, please reach out to us! 😃

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