If you wanted to manually send the customer a link to their proposal:

  • Open up the customer you’re talking to
  • Click on the bid date next to the proposal date (or last recalculation)
  • Click on the “client proposal link”
  • Copy the URL from the url bar in your browser to send to the customer

If you’d prefer to resend an automated email that has already gone out:

  • Go to the customer’s profile
  • Scroll down to the follow-up section
  • Find the email you want to resend
  • Click the “Edit Email” button
  • Edit the email as needed
  • Click the “Trigger Step Now” button