Emailing Proposals to Clients

You can email Proposals to clients directly from inside Planning Pod to save time and streamline how you manage Proposals.

The email message will contain the name of the User in your account who is sending the email and will look something like this in the email's From line:
John Doe via Planning Pod

The email will be sent from an address (to ensure optimum deliverability and passage through spam filters), but you can customize the "Reply To" address in the Settings / System Emails area (the default Reply To address is the email address of the account owner).

You have the opportunity to customize the email subject line and body text before you send the message.

To Email a Proposal:

  1. Use one of these three ways to access the Proposals tool:
    • Click on the "Proposals" tool button on the Event Dashboard.
    • Use the Quick Launch tool to select the appropriate Event and the "Proposals" tool.
    • Click on "Proposals" in the main navigation bar.
  2. Find the Proposal that you wish to send and click on the "Open" link.
  3. Click on the "Email" button.
  4. Choose the recipients in the "Email To" field (the client is already prefilled in this field).
  5. Customize the subject line and body text and click "Send Now" when you are ready to send.
  6. An "Email Sent" notification will appear at the top of the screen when the email is finished sending.

NOTE: You can customize the default message that appears in the Proposal Email form by going to the Settings / System Emails area.

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