Summary:
The video provides a step-by-step guide on how to send a FlowerBuddy proposal by ensuring it's published, copying the shareable link, and then sending it to a client as a professionally formatted hyperlink in an email.
Instructions:
Go to the event and open the Proposal tab.
Check that the proposal is published by confirming the 'Publish' switch is on.
Click the 'Copy Shareable Link' button in the top right corner of the Proposal tab to copy the link to your clipboard.
Close any notification about the link being successfully copied.
Paste the link into an email to send to your client. For a more professional look, hyperlink the text (e.g., "Floral Proposal") by highlighting the text, clicking the chain icon (in Gmail), and pasting the link into the URL field.
If using other software, highlight the desired text, right-click, select 'Link' or 'Hyperlink', and insert the copied link.