Customer/Lead View
The email a customer or lead received with your proposal.
Customer/Lead View
This is the web view that a customer or lead will see when clicking on the link with your proposal. This one has already been ACCEPTED
Customer/Lead View
This is the web view of any discussions that happen between you and the customer or lead for this particular proposal.
Customer/Lead View
The email a customer or lead received letting them know a NEW COMMENT has been made with your proposal.
Staff View
The email a staff member received with notice that a Customer/Lead made a NEW COMMENT has been made with your proposal.
Staff View
The email a staff member received with notice that a NEW REMINDER has been made that is attached to your proposal.
Staff View
The email a staff member received with notice that the CUSTOMER/LEAD accepted your proposal.
Customer/Lead View
The email a customer or lead received thanking them for accepting your proposal.
Please note that if this was a Lead then the Lead is now converted to a Customer.
Customer View
The email a customer or lead received welcoming them aboard to your company.
Customer View
The email a customer or lead received for setting a new passowrd for their account with you.
Customer View
The email a customer or lead received confirming they have successfully changed their account password.
Customer View
The web view of your login page that the customer uses to access their account.
Customer View
The web view of the logged in customer account's home page.
Customer View
The web view of the logged in customer account's home page with the Proposal menu item toggled.
Staff View
The web view of the logged in Staff Member after choosing from the Main menu item Sales --> Proposals --> and clicking on the PRO-000005 Proposal from the list of Proposals in the Submenu.
Staff View
The web view of the logged in Staff Member after choosing from the Main menu item Sales --> Invoices --> and clicking on the INV-004853 Invoice from the list of Invoices in the Submenu.
Customer View
The web view of the logged in customer account's home page with the Proposal menu item toggled showing that this Proposal has been converted to an Invoice. If the Invoices menu item is toggled then the customer will see the newly converted incoice and its status.
Customer View
The email a customer received with the newly converted invoice.
Customer View
The web view of the logged in customer account's home page with the Invoice menu item toggled.
Customer View
The web view of the logged in customer when they click on the Invoice.
