{"id":1370,"date":"2022-08-05T16:21:29","date_gmt":"2022-08-05T16:21:29","guid":{"rendered":"https:\/\/docs.symphosize.com\/responsibid\/?post_type=article&#038;p=1370"},"modified":"2024-06-04T14:07:22","modified_gmt":"2024-06-04T14:07:22","slug":"re-sending-the-quote-to-the-customer","status":"publish","type":"article","link":"https:\/\/docs.symphosize.com\/?article=re-sending-the-quote-to-the-customer","title":{"rendered":"Re-sending the Quote to the Customer"},"content":{"rendered":"<p>If you wanted to manually send the customer a link to their proposal:<\/p>\n<ul>\n<li>Open up the customer you&#8217;re talking to<\/li>\n<li>Click on the bid date next to the proposal date (or last recalculation)<\/li>\n<li>Click on the &#8220;client proposal link&#8221;<\/li>\n<li>Copy the URL from the url bar in your browser to send to the customer<\/li>\n<\/ul>\n<p>If you&#8217;d prefer to resend an automated email that has already gone out:<\/p>\n<ul>\n<li>Go to the customer&#8217;s profile<\/li>\n<li>Scroll down to the follow-up section<\/li>\n<li>Find the email you want to resend<\/li>\n<li>Click the &#8220;Edit Email&#8221; button<\/li>\n<li>Edit the email as needed<\/li>\n<li>Click the &#8220;Trigger Step Now&#8221; button<\/li>\n<\/ul>\n","protected":false},"author":1,"featured_media":0,"menu_order":63,"comment_status":"open","ping_status":"closed","template":"","format":"video","article-categories":[177,87,97,111,86],"class_list":["post-1370","article","type-article","status-publish","format-video","hentry","article-category-sms","article-category-email","article-category-updating-a-bid","article-category-ninja-tricks","article-category-communication-2","article-tag-estimate","article-tag-customer-link","article-tag-link","article-tag-proposal"],"_links":{"self":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/1370","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles"}],"about":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/types\/article"}],"author":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1370"}],"version-history":[{"count":0,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=\/wp\/v2\/articles\/1370\/revisions"}],"wp:attachment":[{"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1370"}],"wp:term":[{"taxonomy":"article-category","embeddable":true,"href":"https:\/\/docs.symphosize.com\/index.php?rest_route=%2Fwp%2Fv2%2Farticle-categories&post=1370"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}