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Multiple recipients: Signer and CC
Multiple recipients: Signer and CC

You can cc other recipients to your proposals for a more collaborative workflow

Updated over a year ago

Read the article, or watch the video. It is up to you 😊
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With Proposales, you can now add multiple decision makers to your proposal so they can collaborate before signing.

When selecting Recipient you get the option of adding one Singer who will be the only receiver able to Accept the proposal. Now you can also select as many recipients as CC as you wish. CC recipients will get a View only proposal and will not be able to Accept the proposal.

You can also add more CC recipients after the proposal has been sent. Simply click on the customer's initials in the top left corner of the proposal and your CC panel will open up.

Notifications: The Signer and CC will both get the same email notifications regarding the proposal. Se more information on the notifications here.

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