Why Send Links Instead of Attachments?

By default, your proposal and letter of engagement documents will be sent to your client as links within the e-mail they receive. This improves e-mail deliverability.

You can still toggle between sending links or attachments for different proposal templates, depending on your preferences.

Sending Documents As Links or Attachments

To override the default settings, follow these steps.

Step 1. Go to Configure > Proposal Templates and E-mails

Step 2. Choose links or attachments

In the top right of the screen, you should see a toggle to switch between links or attachments.

Step 3. Save your settings.

👆 You can run a test by sending a proposal to yourself and checking everything is as needed.

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