Did you know you can send customers a direct link to a Proposal? It makes sense to text your customers a link to a proposal to:
Get it in front of them faster
Avoid getting stuck in the Spam folder
Work around your customer not having an active email
Once you've grabbed the link, there a few great ways of sharing the proposal link with your customer: Email, Forwarded Email, or Text Message.
How to Text or Email Proposal Link
The video below walks you through how to text or email the OnCall Air proposal link from your personal phone / email.