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How to send a document to customers?

Modified on: Thu, 6 May, 2021 at 3:42 PM


Applicable plans*
Sprout Blossom Garden EstateForest

You can send a document to customers right from the document pane. Once the document set up is complete, click Save and Send. The email pane pops up with the quote attached to the draft. If you have associated the document template with an email template, the template content will be displayed in the email pane. 


You can also choose a different template, add or remove text from the email draft, and add additional links/images/videos to the email. If required, you can enable tracking for the email and you will be notified when the contact interacts with your email.


Once sent, the document stage is updated as “Sent to Customer.”  You can track the document activity and the file version sent on the activity timeline. Based on the contact response, you can manually update the document stage as Accepted/Declined. You can also add custom stages for documents based on your business process in the Documents module. Learn more here



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How to send a document to customers?

Modified on: Thu, 6 May, 2021 at 3:42 PM


Applicable plans*
Sprout Blossom Garden EstateForest

You can send a document to customers right from the document pane. Once the document set up is complete, click Save and Send. The email pane pops up with the quote attached to the draft. If you have associated the document template with an email template, the template content will be displayed in the email pane. 


You can also choose a different template, add or remove text from the email draft, and add additional links/images/videos to the email. If required, you can enable tracking for the email and you will be notified when the contact interacts with your email.


Once sent, the document stage is updated as “Sent to Customer.”  You can track the document activity and the file version sent on the activity timeline. Based on the contact response, you can manually update the document stage as Accepted/Declined. You can also add custom stages for documents based on your business process in the Documents module. Learn more here



Did you find it helpful? Yes No

Can you please tell us how we can improve this article?

Sign up for Freshsales today

Start your 21-day free trial. No credit card required. No strings attached.

Start Free Trial