Send
Click Send from the designer. BetterKnocks emails the customer a link to the public proposal page.
Statuses
- Draft, Sent, Viewed, Accepted, Declined.
- Filter the proposals list by status.
Tracking tab
Timeline of sent, opened, signed, accepted, declined, and expired events. Preview the document from the tracking pane.
Duplicate and archive
Duplicate a proposal to reuse layout for the next lead. Archive old proposals to keep the list clean.