Need to send a proposal to both the homeowner and their spouse? Or loop in a property manager? You can add multiple recipients when sharing a quote.
Step-by-Step Instructions
Open the quote you want to share.
Click the Share button in the top right.
In the recipient field, add all the email addresses you'd like to send the quote to. You can edit the pre-filled addresses or add new ones.
Click Send.
Each recipient gets their own link to the interactive presentation, where they can review the tiers, toggle upgrades, and go through the checkout process.
Tips
You can also send the quote via text message if the homeowner prefers mobile.
SetSale tracks opens per recipient, so you'll see which decision-makers have engaged with the proposal.