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Proposal: How to Share a Proposal in FlowerBuddy

Tony Guerrie avatar
Written by Tony Guerrie
Updated over a week ago

Share your proposal using link or email options

Summary

This article explains how to share your proposal with clients using FlowerBuddy. It covers the three available sharing options: a shareable link button, a plain text link, and an email option directly from the app.

Instructions

  • Open the relevant event in FlowerBuddy and navigate to the Proposal tab.

  • On the right-hand side, click the Copy Shareable Link button to open sharing options.

  • Select Copy Shareable Link to copy a styled button link that can be pasted into emails. The button will match your workspace’s brand color.

  • Select Copy Plain Text Link to get a raw URL for the client portal, which can be shared freely.

  • Select Send Link Email to open a dialog box.

  • Enter your client’s email, first name, and last name into the form.

  • Click the Preview Email icon to view the message before sending.

  • Click Send Link to email the proposal. A copy will also be sent to your own email address.

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