A Lead Proposal can be approved in one of two ways:

  • Internally (approved by an internal user)

  • Externally (approved by the client)

Releasing a Lead Proposal will send it via email to all email addresses associated with the Customer Contact Details. Only one approval is needed for the Lead Proposal.

To release a proposal, navigate to the Proposals tab within a Lead. To release the proposal, click Save & Release at the top.

Remember, you can always see what the contract looks like before releasing it by navigating to the Preview tab.

Once released, your customer will be able to approve the proposal via email.

Once they check the confirmation and click Approve, they can provide an electronic signature to complete the process.

Interested in Learning More? 📚

The Buildertrend Learning Academy is your one-stop-shop for your online education, whether you're new to Buildertrend or an experienced user looking to learn more.

If you have any questions or require additional support, feel free to chat with us, send an email: support@buildertrend.com, or give us a call at 1-888-415-7149. We’re always happy to help.

Did this answer your question?