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.