Complete Your Proposal
Ensure your template or estimate proposal is finalized and meets your standards.
In the top-right corner, click Preview & Send.
In the top-right corner, click Send with message.
Review Warnings
-
Bolster will automatically flag issues such as:
-
Low costs
-
Low dimensions
-
Low counts
-
-
Some values may intentionally be set to zero, but review and update as needed.
Add Recipients
-
The proposal will be sent to the client on file.
-
Optionally, CC additional clients or internal team members.
Customize the Message
-
Write a short message to the client.
-
Attach files or pictures if relevant.
-
Add an expiry date to the quote if required.
Send the Estimate
-
Once everything is reviewed, click Send.
-
The proposal will be sent to the client and anyone CC’d.
Additional Notes
- Review warnings carefully to ensure accuracy before sending.
- The option to attach files and set expiry dates adds flexibility to your proposals.
- Ensure the client's email is correctly added to avoid delivery issues.