Sent proposals via text option | Feature Requests

Sent proposals via text option

under review

Corey Smiley

I use it with house call pro and my clients respond A LOT faster to my quotes when they get a text.

March 21, 2022

Kirk Chisholm

updated the status to

under review

We added a 'Copy Client Link' a while ago, which you can use to text.

Matthew Cwiokowski

Need the ability to generate a proposal link without sending a client an email from Portal. For example; I would like to text the client, and include the proposal link.