Share a Proposal

Share a proposal with your client, directly from within Social Tables Propose, and then track their engagement using our industry-leading analytics! 

There are two ways to share your proposal.  From within your Sales Dashboard, you can share your proposal by hovering under the created tab and pressing the button that looks like an arrow. 

You can also send all of this information from within your proposal using the send button that is in the lower left-hand corner of the screen.

Create the Subject Line, a Message, and add additional recipients...

...then click the pink checkmark to Share! You can also share with the proposal link located at the bottom of the dialogue box. 

Once you've begun sharing proposals, you can view the available analytics on how your prospects are engaging with your proposals.

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